Insights you might have missed last week

Alternative assets, large-language models, and billionaires 

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

Alternatives in a New World Order (Nuveen)

Five themes reshaping alternative assets — from AI infrastructure and private credit to energy security.

Can ChatGPT Forecast Stock Price Movements? (Alpha Architect)

The ability of large language models to synthesize complex information could be used to anticipate stock-price movements.

Billionaire Census 2026 (Altrata)

Another year of dynamic wealth gains lifted the collective net worth of the world’s richest individuals more than $15tn.

If Inflation Is the Problem, Why Aren't Wages? (PIMCO)

Kevin Warsh's hawkish Jackson Hole speech was the clearest signal yet that the Federal Reserve is considering additional tightening.

The Future of Volatility Control in Indexed Insurance (S&P Dow Jones Indices)

Volatility-controlled indices (VCIs) have enabled insurers to navigate volatility, while maintaining exposure to growth assets.

Q3 2026 European Commercial Real Estate Chartbook (MetLife IM)

Europe's commercial real estate recovery remains on with improving economic growth, stabilizing market conditions, and strengthening property fundamentals.

Batteries Have Unlocked the Era of Anytime Solar (Ember)

Solar hit a record 10% of global electricity in the first half of 2026. Now, battery storage is unlocking the next stage of solar growth in the non-sunny hours.

Europe’s Long-Term Care Gap: Longevity Risk and Health Uncertainty (Bruegel)

Future EU long-term care demand hinges more on health trajectories than ageing alone.