CMOs and GenAI, Friendshoring, and Trump Commerce
Discover a few of the highest high quality perception collected from prime asset managers and establishments that you just may need missed this week.
How CMOs Are Scaling GenAI in Turbulent Occasions (BCG)
AI and GenAI stay on the prime of the CMO agenda, even amid the newest wave of turbulence in international markets.
Why the Subsequent Farmland Cycle Will not Be Outlined by Tariffs Alone (Peoples Firm)
In a world of market volatility and tariff tensions, this white paper explains why farmland continues to supply resilience, stability, and long-term alternative.
U.S. Courts Pushback on Trump Commerce Agenda (MUFG)
MUFG supplies a extra detailed evaluation of the authorized provisions in President Trump’s tariff coverage escalation in a brand new presentation.
Battle of the Titans: Reshoring vs. Friendshoring (Financial institution of America)
Geopolitics is reshaping provide chains, prompting sectors to re-evaluate the dangers and advantages of reshoring and friendshoring.
Power, Gold, and Development: Present Insights on Canadian Markets (Mawer IM)
Mark Rutherford, Co-Supervisor of Mawer’s Canadian massive cap technique, discusses the continuing volatility in oil, the distinctive position of gold, the outlook for Canadian banks, and the potential influence of latest political modifications.
Institutional Buyers Get Vocal on ESG (Morningstar Indexes)
Institutional Buyers are focusing extra on the underlying means of sustainable investing and are treating “E,” “S” and “G” as particular person parts quite than the sum of the elements.
ETFs in Insurance coverage Common Accounts 2025 (S&P Dow Jones Indices)
Acquire perception into how U.S. insurance coverage firms used ETFs in 2024.
Yield over Spreads: Rethinking Leveraged Credit score Investing (Polen Capital)
Whereas many traders consider the very best time to put money into leveraged credit score is when credit score spreads are vast, a long time of historic evaluation inform a unique story.
