Insights you might have missed last week
Trade wars return, Indian telecoms and the final frontier
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
Macro & Markets: The Return of the Trade Wars (Nordea)
Trump's tariffs are back to shake global trade. Canada and Mexico made concessions to delay them, but China got hit. Is this a negotiation tool or a push for reshoring and raising revenue? One thing is clear: The risk isn’t going away.
Applying History’s Lessons to Today’s Markets (State Street)
Can lessons from the past experiences shape current market dynamics and inform strategies? Ben Ashby, CIO of Henderson Rowe, shares his perspective on where risks and opportunities lie in today’s markets.
The Case for Indian Telecoms (William Blair)
The Indian telecommunications sector, now the second-largest mobile market in the world, has undergone a dramatic transformation over the past decade, consolidating from a fragmented landscape to an oligopoly dominated by three players.
Space: The Next Frontier of Asset Allocation (Money Maze)
Star Trek’s opening lines were potent. "Space: the final frontier. These are the voyages of the Starship Enterprise. Its mission: to boldly go where no man has gone before." But it’s actually here now!
Measuring Work from Home (Becker Friedman Institute)
As of 2025, Becker Friedman Institute’s preferred estimates say that WFH accounts for a quarter of paid workdays among Americans aged 20-64.
The Humanoid 100: Mapping the Humanoid Robot Value Chain (Morgan Stanley Global Foundation)
The physical embodiment of AI touches a $60tn TAM, global GDP, and the meaning of work. The "Humanoid 100" is a global mapping of equities across a range of sectors and regions that may have an important role in bringing robots from the lab to your living room.
South Korea: Resolving Political Turmoil in 2025 May Boost Market (Polaris Capital)
Martial law causes South Korea market decline, recovery likely in 2025.
Geopolitical Risk Shocks: When Size Matters (Bank of England)
In this paper, the BoE investigates the economic effects of geopolitical risk (GPR) shocks, with a focus on non‑linear transmission mechanisms.
