Insights you might have missed last week

The U.S. at 250, India’s economic façade, AI and neutral rates

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

The United States at 250: A Nation of Investors (ICI)

Roughly 130 million individual U.S. investors hold a direct stake in the success of American businesses.

Mitigating China’s Clean-Energy Overcapacity (Bruegel)

China’s green industrial strategy has outpaced demand, leaving renewables firms under strain and grid expansion as the key test of market rebalancing.

India’s Unconvincing Economic Facade (AEI)

India portrays itself as a, or even the, global growth leader. The rest of the world should recognize that the reliability of India’s economic data is low.

Brian D'Arcy: Institutional Sports Investing (Insightful Investor)

Learn how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership.

Does AI Raise or Lower Neutral Rates? (PIMCO)

AI is widely expected to push neutral rates higher, but PIMCO is seeing market-based evidence that points in the opposite direction.

Beyond the Pitch: Private Capital & Sports Infrastructure (Metlife IM)

Private capital is increasingly being used to finance the fast-growing business of sports. MetLife Investment Management has financed stadiums and teams for decades.

A Value-Based Case for Today's European Banks (Robeco)

Today’s European banks are doing what U.S. banks did from 2013-2019: rebuilding capital, restructuring cost bases, and returning to double-digit returns on equity.

Crypto Breadth Report - July 2026 (MarketVector Indexes)

The cryptocurrency market in early July 2026 shows a clear split between resilient large-cap assets and weaker small-cap or institutionally held products.