AI power use, enterprise software program, and European actual property
Discover a few of the highest high quality perception collected from high asset managers and establishments that you simply may need missed this week.
State of Enterprise Software program 2025 (Silicon Valley Financial institution)
Amid unsure macroeconomic circumstances and a difficult exit surroundings, synthetic intelligence/machine studying stands out as a main drive driving the enterprise ecosystem.
Level of No Returns 2025 (ShareAction)
This report assesses the efficiency of 76 of the world’s largest asset managers towards present requirements for accountable finance in 4 areas: governance and stewardship, local weather change, biodiversity, and social points.
Europe Actual Property Outlook – Version Might 2025 (UBS AM)
Investing in direct actual property might be calming. For instance, the rapid affect from tariff adjustments for direct actual property traders in Europe is, in sensible phrases, non-existent.
Latin American Shares Are Rebounding. Can the Good Instances Final? (Morningstar Indexes)
Morningstar’s class for U.S. funds and exchange-traded funds targeted on Latin American equities has shed greater than $1.5 billion in capital over the previous 5 years. Dozens of Latin-America-focused methods have liquidated.
Euro-Denominated Property Benefitting from the Rotation out of Greenback Property (Candriam)
After the hit to dangerous property and even U.S. Treasury bonds within the wake of the so-called “Liberation Day” announcement of a far greater tariff regime, some semblance of calm returned to markets.
We Did the Math on AI’s Power Footprint (MIT)
The emissions from particular person AI textual content, picture, and video queries appear small—till you add up what the business isn’t monitoring and contemplate the place it’s heading subsequent.
Financing our Pure Capital (Oliver Wyman)
Monetary establishments and traders should acknowledge the half they play within the relationship between financial exercise and nature.
Assessing Australia’s Maritime Commerce Resilience (QIC)
What can earlier commerce disruptions inform us concerning the outlook for Australia’s maritime business?
