Insights you might have missed last week
Trump (again!), gimmie credit, and K-pop
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
Full Faith and Credit of Gold (Crescat Capital)
For compliance reasons, this paper is only accessible in certain geographies
The recent surge in gold prices reflects what Crescat Capital believes are the inevitable consequences of decades of ultra-loose monetary policies, excessive debt accumulation, and fiscal mismanagement.
Financials – Riding the Wave or Getting Washed Away? (Robeco)
For compliance reasons, this paper is only accessible in certain geographies
Financial companies are set to benefit from a wave of tailwinds, though stock picking is essential to find the best opportunities, Robeco’s active investors say.
President Trump’s Early Policy, Cabinet, and Market Dynamics (PGIM)
For compliance reasons, this paper is only accessible in certain geographies
President Donald Trump’s plans for tariffs, taxes and other policies are beginning to take shape during his first 100 days in the White House.
Decoding Tariffs: What’s the Economic Impact? (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
Capital Group economists share their views on the latest round of tariffs announced by the U.S. government.
Warren Buffett Annual Letter to Shareholders 2025 (Berkshire Hathaway)
For compliance reasons, this paper is only accessible in certain geographies
In his latest annual letter to shareholders, the CEO of Berkshire Hathaway discusses how he still preferred stocks over cash, despite the conglomerate’s massive cash hoard.
Still Working the Night Shift (Elm Partners)
For compliance reasons, this paper is only accessible in certain geographies
Here is an idea that defies conventional wisdom: the stock market has delivered most of its return in the night-time, when it’s fast asleep.
From K-Pop to the Kospi: Trends Shaping South Korea’s Economy (Macquarie Group)
For compliance reasons, this paper is only accessible in certain geographies
Few countries are as diversified or continue to attract as significant overseas investment as South Korea, which has risen from being one of the poorest countries in the world to one of the richest.
Gimme Credit (Oaktree)
For compliance reasons, this paper is only accessible in certain geographies
When people ask, "can we talk about private credit?" Oaktree’s answer is always the same: "can we talk about credit?"
German Fiscal Expansion – Whatever It Takes! (BNP Paribas AM)
For compliance reasons, this paper is only accessible in certain geographies
Friedrich Merz, Germany’s chancellor-in-waiting, has proposed a constitutional amendment that would pave the way for an extensive programme to boost defense spending and overhaul German infrastructure.
