Insights you might have missed last week

Taiwan’s tech map, Warsh appointment, and finding income

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

U.S. Housing Chartbook May 2026 (Metlife IM)

Transaction activity for single-family homes remain muted. The “lock-in” effect discourages selling, while a soft labor market contributes to less buying.

Mapping Taiwan’s AI Technology Ecosystem (Robeco)

TSMC may dominate emerging market technology exposure, but Taiwan’s AI value chain extends far beyond a single company.

Warsh Appointment: Inflation Sets the Early Agenda (Principal Asset Management)

Warsh begins as Fed chair as inflation resurfaces, keeping policy cautious despite reform ambitions.

The 50/50 Portfolio: The Next Phase of Asset Allocation (Ares)

While Baby Boomers predominately built wealth using the traditional 60/40 portfolio, younger generations have a different view of investing.

Measuring the AI Economy (PIIE)

Nominal AI compute spending grew over 140% per year each in 2024 and 2025, raw compute over 200% per year, and quality-adjusted AI output over 2,000% per year.

Are Human Journalists Truly Irreplaceable? (Reuters Institute)

“The danger is not automation, but an industrial value system where speed outweighs human expertise and public value,” argues Agnes Stenbom Swedling.

Where to Find Income in Today’s Market (Morningstar Indexes)

With the oldest baby boomers turning 80 this year and the youngest in their 60s, the ranks of retirees are swelling.