Why Europe is back, nuclear merger and stablecoins
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.
Five reasons why Europe is on the investment card again (BNP Paribas AM)
After a decade dominated by the strength of US shares, European shares organized a remarkable comeback in 2025.
Central Bank Watcher: Follow the leader (Robeco)
In this edition of the Central Bank Watcher, Robeco investigates the next step for the FED, ECB, PBOC and BOJ, and how shifting policy programs worldwide shape yield curves.
Fusion (Morgan Stanley im)
Nuclear merger is approaching commercial reality and can offer virtually unlimited, clean, sustainable alternative to fossil fuels. Recent breakthroughs, advanced technologies and policy support have accelerated timelines
What do stablecoins mean for dollar dominance? (Deutsche Bank Research Institute)
The US gambles on stablecoins to keep the dollar invoicing the world and to reserve currency. Europe should develop an EUR Stablecoins ecosystem as a hedge. Staying relevant in payments is the key to strategic geopolitical autonomy.
China’s economic transition: scenarios for 2035 (CSIS)
For more than two decades, a growth model aimed at the rapidly expanded of China. But this reached its limit in 2021, when the demand for housing peaked.
When the public meets in private: the modern market (Morningstar Indexes)
To navigate a new landscape, investors need better tools – which record the expansion of the investing Equity universe, both government and private companies.
Nordic activa mothers talk themes, tactics and new SI realities (Robeco)
In recent years, investment managers have much to digest-real Wars, Trade Wars, a disaster-up in AI and Defense editions and a general retreat of sustainability obligations.
The Big Picture: Global Asset Allocation 2025 Q4 (Invesco)
Invesco believes that the world economy could accelerate (despite a delaying American economy) and that the Fed is about to relax quickly.
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