Insights you might have missed last week

Credit review, cashing in the chips? And small-cap growth

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

Next-Generation Geothermal Energy Whitepaper (True North Institute)

This paper explores the emerging opportunity for geothermal energy to become a scalable source of firm, 24/7 carbon-free power.

The Persistent Dream of Performance Persistence (GMO)

Ben Inker addresses the erosion of private equity performance persistence and its implications for institutions with meaningful private equity exposure.

The Extra Credit Review (Mawer IM)

Mawer's global credit team debuts The Extra Credit Review, a deep dive into fixed income markets.

Private Equity Market Update: Q1-2026 (Northleaf Capital Partners)

Private equity entered 2026 with improving visibility but a more demanding backdrop.

Cashing in the Chips? (S&P Dow Jones Indices)

The rally in U.S. equities continued in May, with the S&P 500 posting 11 all-time closing highs during the month.

Five Forces Shaping the Data Center Investment Landscape (Principal Asset Management)

Data centers offer a compelling opportunity but only for investors with the experience to navigate complexity.

The U.S. Regulatory Inflection Point (MarketVector Indexes)

Regulation by enforcement is giving way to a legislatively defined framework. The transition reshapes how asset managers think about stablecoins, derivatives venues, and tokenized equities.

Why Positive Surprise Matters in Small-Cap Growth (Principal Asset Management)

A disciplined, forward-looking framework focused on identifying observable change and testing it against long-term market opportunity can help distinguish durable inflections from short-term noise.