Insights you might have missed last week
ETF growth in Europe, nuclear renaissance, and bitcoin
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
Unlocking the Next Wave of ETF Growth in Europe (State Street)
State Street explores the rise of active ETFs, regulatory shifts, retail investor growth, and how Luxembourg and Ireland are shaping the ETF landscape in Europe.
Safe harbour in a debt storm? The FTSE Debt Capacity World Govt Bond Index after 10 yrs (FTSE Russell)
Globally, gov debt/GDP ratios and debt service costs have increased sharply since the GFC and Covid, raising the importance of sovereign bond indices like the FTSE Debt Capacity World Govt Bond Index.
What Keeps Central Banks Awake in 2025? (UBS AM)
The 31st UBS Reserve Management Seminar brought together over 70 institutions from 40+ countries to unpack the implications for sovereign investors.
The Nuclear Renaissance (DBS Private Bank)
Despite negative public perceptions, nuclear energy stands as the solution to a fossil-fuel free and abundant-energy future.
Gold: The Sparkly Asset that Never Fails to Spark Debate (Mawer IM)
The U.S. national debt has ballooned past $35 trillion, political gridlock is the norm, and gold has just hit a record high. Coincidence? Hardly.
Scenarios for a Fragmented World (Capital Group)
Capital Group's Night Watch team has identified four broad potential outcomes: trade battlefront, grand trade bargains, return of global powers and assertive nationalism.
Bitcoin in H2 2025: From Inflows to All-Time Highs? (Standard Chartered)
Bitcoin’s sustained price gains since 2020 have coincided with rising institutional participation, limited supply, macro conditions, and growing regulatory acceptance.
How Much Capital Do Central Banks Really Have? (PIIE)
Twenty or more of the world’s most significant central banks have seen their equity position (or capital and reserves) go negative in the last few years.
