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Insights you might have missed last week

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

After years of abundant capital and intense competition that produced increasingly borrower-friendly terms, the tide may be shifting.

For equity and fixed-income investors, absolute financial losses can obscure where water-scarcity risk concentrates.

Gold currently pays no income while 30-year Treasuries yield over 5%. However, gold miners could narrow the gap.

The new Global Green Revenue Index fills the gap between narrowly defined clean tech sector indices and overly inclusive ones.

The post-pandemic landscape has ushered in an era of high inflation and interest rate volatility leading to increased stock-bond correlations.

This paper demonstrates that stablecoins make transferring money dramatically cheaper and faster by bypassing traditional banks.

Slowing construction is improving occupancy and supporting income growth. However, rising interest rates are clouding the near-term picture.

Geopolitics, energy security, changing supply chains, and other factors could contribute to a structurally more volatile inflation environment.