Insights you might have missed this week

CMOs and GenAI, Friendshoring, and Trump Trade

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

How CMOs Are Scaling GenAI in Turbulent Times (BCG)

AI and GenAI remain at the top of the CMO agenda, even amid the latest wave of turbulence in global markets.

Why the Next Farmland Cycle Won't Be Defined by Tariffs Alone (Peoples Company)

In a world of market volatility and tariff tensions, this white paper explains why farmland continues to offer resilience, stability, and long-term opportunity.

U.S. Courts Pushback on Trump Trade Agenda (MUFG)

MUFG provides a more detailed review of the legal provisions in President Trump’s tariff policy escalation in a new presentation.

Battle of the Titans: Reshoring vs. Friendshoring (Bank of America)

Geopolitics is reshaping supply chains, prompting sectors to re-evaluate the risks and benefits of reshoring and friendshoring.

Energy, Gold, and Growth: Current Insights on Canadian Markets (Mawer IM)

Mark Rutherford, Co-Manager of Mawer’s Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes.

Institutional Investors Get Vocal on ESG (Morningstar Indexes)

Institutional Investors are focusing more on the underlying process of sustainable investing and are treating “E,” “S” and “G” as individual components rather than the sum of the parts.

ETFs in Insurance General Accounts 2025 (S&P Dow Jones Indices)

Gain insight into how U.S. insurance companies used ETFs in 2024.

Yield over Spreads: Rethinking Leveraged Credit Investing (Polen Capital)

While many investors believe the best time to invest in leveraged credit is when credit spreads are wide, decades of historical analysis tell a different story.