ETF Megatrends, European debts, Japan Senior Living
Below you will find a selection of the insight of the highest quality of top activaganagers and institutions from all over the world that you might have missed this week.
Global ETF Megatrends: 2025 Mid -year Review (State Street)
With Midyear ETF flows that surpass US $ 0.9 trillion, State Street experts identify the most important trends that control this expansion.
The leaning tower of cuts: the future of sovereign debt in Europe (New York Life Investments)
Lauren Goodwin and Julia Hermann organize Florence Pisani, chief economist of Candriam, and Nicolas Jullien, worldwide head of permanent income at Candriam, to discuss the future of guilt sustainability in Europe.
How M&A, IPOs and a little genius fintech fever (Robeco) control
A series of successful IPOs and M&M & AS in combination with the approval of the groundbreaking US Genius Act expand fintech solutions quickly in financial markets and create considerable opportunities.
Japan Senior Living – Capitalize on Structural Trends (Nuveen)
Combined with a gradually aging population and a low fertility percentage, the demand for senior houses in important regional cities in Japan has steadily increased.
Why 2025 is the year to invest in international shares (Morningstar Indexes)
The decline of the US dollar compared to other major world currencies in 2025 has been a ridge for non -made American investors who hold foreign shares.
A lively return to Asia and China (UBS AM)
A multi-asset strategy can help manage risks and produce more precise results.
Convergence and complacency: today’s credit markets (Mower im)
Brian Carney, head portfolio manager of the Global Credit Opportunity Strategy at Mower IM, investigates the current credit market environment characterized by tight spreads and low standard values ​​despite the worldwide uncertainties.
De Lange Good Buy: Why long dated Munis look cheap (PGIM fixed income)
This year, municipal bonds experienced remarkable underperformance compared to American treasuries, especially long-standing Muni bonds.
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