Insights you might have missed last week

Quality and timely perspectives from global institutions

Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.

Upgrading Europe's Electricity Grid Is about More than Just Money (Bruegel)

Electricity network investment is essential for the energy transition, with annual investments of tens of billions of euros required across Europe.

Deepseek and the AI Arms Race (State Street)

State Street explodes the emergence of DeepSeek and its implications for the AI industry. Host Tim Graf welcomes Richard Windsor, CEO of Radio Free Mobile, to discuss.

The Integration of ESG in Valuation Practices (IVSC)

This paper documents the challenges faced by valuation professionals in 85 countries on incorporating and sustainability factors into their valuations.

A ‘Triple Play’ Solution for Achieving China’s Climate Objectives (Ellen MacArthur Foundation)

Developed by the Foundation’s China team with Tsinghua University, the paper shows how adopting a comprehensive circular economy framework can play a pivotal role in achieving both China’s climate and economic goals.

Can ChatGPT Outsmart the Market? (University of North Texas)

This paper evaluates the performance of portfolios generated by ChatGPT-4o over a six-month period, from June 3, 2024, to December 31, 2024.

A Navy SEAL Says Making Better Decisions is SIMPLE (Alpha Architect)

An application of the SIMPLE framework, applied to financial advisors, lies at the end of the piece.

The Next Steps in UK Pensions Reform (New Financial LLP)

For compliance reasons, this paper is only accessible in certain geographies

This report highlights the chronic fragmentation in UK pension funds in the context of the government’s Pensions Review.

Role of Cheap Gas in the Energy Transition (Citi)

This is a study of existing energy transition technologies to see if they can match the current energy system’s affordability target of $45 per megawatt-hour.