European AI/tech, U.S. SNR, and the CMO function
Discover this number of high-quality insights that you could have missed final week, from prime international asset managers and establishments.
Wanting Previous Chaos: Time for European Actual Property Debt (Nuveen)
The worldwide industrial actual property market has undergone a profound transformation since mid-2022.
What Farmland Investing Brings to the Desk (Nuveen)
Can traders carve out area for gratitude? Markets head into Thanksgiving week digesting two very completely different major programs: a softer-but-still-growing labor market.
Europe’s AI Challenges and Alternatives (Principal Asset Administration)
In distinction to early within the 12 months, the S&P 500 is outpacing the Stoxx Europe 600 year-to-date, supported by stronger fundamentals and tech-driven earnings development.
Q3 2025 Funding Grade Company Market Overview and Outlook (MetLife IM)
MetLife Funding Administration’s funding grade company credit score platform delivered sturdy ends in Q3 2025, supported by resilient investor demand, renewed urge for food for length and the Federal Reserve’s pivot towards charge cuts.
U.S. Financial system: All Noise and No Sign? (MetLife IM)
Though the federal government shutdown has formally ended, financial observers and market contributors have had over 40 days with nearly no official financial statistics from the federal government.
State of European Tech 2025 (Atomico)
The continent’s tech ecosystem has reached a sure degree of maturity, however long-term competitiveness will depend on whether or not it might flip its promise into international strategic belongings.
Credit score Markets: Warning, Compression, and Alternative (Mawer IM)
On this episode of The Artwork of Boring, Mawer’s World Credit score Portfolio Supervisor Brian Carney unpacks what he believes are among the most urgent points in credit score markets at present.
How Will AI Revamp Advertising—and the Function of CMOs?
CMOs can evolve from tactical entrepreneurs to strategic development architects through the use of AI’s energy to interrupt down organizational silos and join advertising information with that of different enterprise capabilities, similar to provide chain, finance, and R&D.
