ETF progress in Europe, nuclear renaissance, and bitcoin
Discover a number of the highest high quality perception collected from prime asset managers and establishments that you simply may need missed this week.
Unlocking the Subsequent Wave of ETF Development in Europe (State Road)
State Road explores the rise of lively ETFs, regulatory shifts, retail investor progress, and the way Luxembourg and Eire are shaping the ETF panorama in Europe.
Secure harbour in a debt storm? The FTSE Debt Capability World Govt Bond Index after 10 yrs (FTSE Russell)
Globally, gov debt/GDP ratios and debt service prices have elevated sharply for the reason that GFC and Covid, elevating the significance of sovereign bond indices just like the FTSE Debt Capability World Govt Bond Index.
What Retains Central Banks Awake in 2025? (UBS AM)
The thirty first UBS Reserve Administration Seminar introduced collectively over 70 establishments from 40+ international locations to unpack the implications for sovereign traders.
The Nuclear Renaissance (DBS Non-public Financial institution)
Regardless of destructive public perceptions, nuclear power stands as the answer to a fossil-fuel free and abundant-energy future.
Gold: The Sparkly Asset that By no means Fails to Spark Debate (Mawer IM)
The U.S. nationwide debt has ballooned previous $35 trillion, political gridlock is the norm, and gold has simply hit a report excessive. Coincidence? Hardly.
Situations for a Fragmented World (Capital Group)
Capital Group’s Night time Watch crew has recognized 4 broad potential outcomes: commerce battlefront, grand commerce bargains, return of world powers and assertive nationalism.
Bitcoin in H2 2025: From Inflows to All-Time Highs? (Customary Chartered)
Bitcoin’s sustained worth features since 2020 have coincided with rising institutional participation, restricted provide, macro situations, and rising regulatory acceptance.
How A lot Capital Do Central Banks Actually Have? (PIIE)
Twenty or extra of the world’s most important central banks have seen their fairness place (or capital and reserves) go destructive in the previous couple of years.
