Innovation, tokenized actual property, and deglobalization
Discover a few of the highest high quality perception collected from high asset managers and establishments that you just may need missed this week.
Funding Alternatives in a Altering Navy Panorama (Mawer IM)
Fairness analyst Joshua Samuel highlights the historic underinvestment in European protection, the latest enhance in protection spending, notably Germany’s program, and the strategic significance of land methods.
What Is the Standing of Russia’s Frozen Sovereign Property? (Brookings Establishment)
This submit covers latest developments in U.S. and European coverage on frozen Russian property and the way they may play right into a negotiated peace.
Innovation Stays the Engine of Development (Robeco)
Regardless of world uncertainty, innovation is flourishing. AI, nuclear fusion, and quantum computing are advancing quickly, driving important investments and automation, reshaping industries, and producing revenues.
How Tokenized Actual Property May Revolutionize Asset Administration (Deloitte)
The worldwide marketplace for business actual property tokenization is anticipated to develop dramatically by 2035. Right here’s how just a few gamers are making waves.
Enterprise Pulse Q1 2025 (KPMG)
World evaluation of enterprise funding.
Small Caps vs. Giant Caps: The Cycle That’s About to Flip (CFA Institute)
Regardless of their latest struggles, small caps aren’t useless—they’re simply misunderstood.
Deglobalization. What’s Subsequent? (MetLife IM)
MetLife believes the Submit-World Battle II, U.S.-dominated world order of globalization is shortly coming to an finish. The Trump Administration seems to be pursuing a disengagement technique.
Speaking Heads – Producing Revenue, Defending Capital in Bonds (BNP Paribas AM)
BNP Paribas AM’s Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fastened Revenue, to debate a few of the latest strikes in world bond markets.
