Insights you might have missed last week
Growth, China, and is the UK £2 trillion poorer?
Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.
The Fed Holds the Line, Watching for Policy Signals (Nuveen)
The U.S. Federal Reserve kept interest rates steady at its March meeting, remaining cautious due to elevated uncertainty.
A Return to Uncertainty: Will Growth Stabilize? (MetLife IM)
MetLife IM believes that even though 2025 is off to a rough start, firms and consumers will continue to adapt, and growth will stabilize over the year.
China: Investment Opportunity or Uninvestable? (Morningstar Indexes)
The China region Morningstar Category for U.S. funds and exchange-traded funds saw its third straight year of net outflows in 2024. Is there an investment opportunity, or is China uninvestable?
Investing in Defense as a Sustainable Investor (Robeco)
Investors are being urged to invest more in defense companies as European governments ramp up spending to counter Russia.
Global Debt Report 2025 (OECD)
This is the second edition of the OECD’s annual Global Debt Report. It examines developments of global policy relevance in sovereign and corporate bond markets.
£2 Trillion Poorer? Assessing UK Household Wealth Statistics (Institute for Fiscal Studies)
The total wealth of Britain’s households in 2018 to 2020 was approximately £2.2 trillion less than was previously believed – a 14% reduction. At least, according to the Office for National Statistics.
Too High? Taking Stock of Index Concentration in U.S. Large Cap Growth (Polen Capital)
The relentless rise of concentration raises important questions for investors.
AI and Datacenters: A New Source of Electricity Demand (UBS AM)
AI and datacenters are driving a surge in U.S. electricity demand, creating new investment opportunities in the energy sector.
