Tokenization, U.S. debt, and the anti-ESG backlash
Belief or Bust: The Subsequent Period of International Debt Sustainability (New York Life Investments)
Debt is in every single place—and whether or not that debt is “good” or “dangerous” is dependent upon the reply to this query: are you able to pay again your debt, or can’t you?
Reimagining the Single Market: Half One (UBS AM)
UBS AM’s Barry Gill, Head of Investments, interviews Professor Enrico Letta, exploring the methods Europe can regain its competitiveness in a difficult and unsure world.
What Does the Sino-U.S. Commerce Battle Détente Imply for Markets? (BNP Paribas AM)
China and the U.S. have reached a preliminary settlement on a commerce negotiation framework that appears more likely to be a tactical de-escalation of tensions.
Tokenization: A Buyside Practitioner’s Information (EFAMA)
The report contains an outline of how tokenisation is shaking up the asset administration trade.
The Anti-ESG Backlash and Asset Supervisor Capitalism (Politics and Society)
This text examines the rising backlash amongst conservative activists and politicians in the US in opposition to using ESG funding standards by massive asset administration firms.
Africa Unleashed: Powering Prosperity by Power Entry (BCG)
Over 600 million Africans dwell with out electrical energy (~570 million of them in Sub-Saharan Africa). That is about 40% of the continent’s inhabitants and practically 85% of the world’s folks with out entry to electrical energy.
3 Misconceptions About U.S. Debt (Lyn Alden)
This concern focuses on: misconceptions about U.S. debt and deficits, funding implications of getting massive deficits, and an up to date snapshot of the publication portfolio.
Franchises: Rise of Sports activities Funding (DBS)
From streaming to video video games, DBS appears to be like at how Massive Tech’s affect is altering the sport for the sports activities economic system and the compelling numbers from which alternatives could be gleaned.
