Insights you might have missed last week

AI agents, global aging, and emerging markets resources

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

The Wharton Blueprint for AI Agent Adoption (Wharton School)

The main barriers to AI agent adoption are psychological. This Blueprint draws on behavioral science, guidance from Wharton faculty, and lessons from organizations deploying agents at scale.

The Path to 2075 — The Positive Story of Global Aging (Goldman Sachs)

Despite the large decline in DM working-age ratios that has already taken place, DM dependency ratios have actually fallen.

Europe’s Edge in 2026: Moats, Momentum and Mispricing (STOXX)

Europe may have entered a fundamentally different phase. After years of anemic growth and fiscal restraint, evidence suggests a structural pivot may be underway.

Emerging Markets Are in Pole Position in the Resources Race (Robeco)

With key inputs for AI infra and renewables primarily found within emerging economies, Robeco thinks EM investors will be beneficiaries of the global race for resources.

Making Sense of a Cross-Asset Disconnect (PIMCO)

Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes.

Venture Capital in the Age of AI: Standing on the Shoulders of Giants and GPUs (StepStone)

This paper draws on recent research and market data to analyze how AI is transforming venture capital.

Passive vs Active in DC Plans (CFA Institute Research & Policy Center)

Passive exposure in DC plans is not just a function of fund selection. It varies by asset class. It is also increasing within target-date funds as allocations to them grow.

Coin50 Monthly: April 2026 (MarketVector Indexes)

The Coinbase 50 Index tracks the performance of the 50 largest and most liquid digital assets by market cap.