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Solar Electricity 24/7 Is Here and It Changes Everything (Ember)

Ember | 15 Jul 2025

U.S. Trade Deficit & Foreign Borrowing: How Long Can It Continue?

Peterson Institute for International Economics | 15 Jul 2025

Charts that Make You Go Wow! (Deutsche Bank Research Institute)

Deutsche Bank | 15 Jul 2025

Are Humanoids the Future of Industrial Automation? (Robeco)

Robeco | 11 Jul 2025

A Brief History of U.S. Protectionism and Global Trade (Amundi)

Amundi | 18 Jul 2025

Mid-Year Outlook for 2025: Make Your Own Luck (KKR)

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Credit in a Changing Market: Public-Private Balance (PGIM)

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Europe Regional Spotlight (PGIM Real Estate)

PGIM | 16 Jul 2025

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Academic insights into asset classes, markets, and economies

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TOP CONTENT

LAST WEEK

Emerging Markets Debt: Is It What Your Asset Allocation Needs? (MetLife IM)

Macro Pulse: Macro in the Mid-Year Sun (New York Life Investments)

U.S. Guide to the Markets Q3 2025 (JP Morgan AM)

Lessons from 100 Years of Growing U.S. Debt (Firstlinks)

Commodity ETFs: Do They Add Value? (PMR)

Mexico Regional Spotlight (PGIM Real Estate)

Asia-Pacific Regional Spotlight (PGIM Real Estate)

Private Credit Regional Spotlight (PGIM Real Estate)

Europe: Ready for a New Renaissance? (Franklin Templeton)

Perspective for Asset Allocators on Today’s Markets: Q2 2025 (MFS)

LAST MONTH

Capturing the Data Opportunity in Uncertain Era - Full Report (State Street)

Rethinking Diversification: Learnings from a Total Portfolio Approach (PGIM)

All-Weatherproofing Institutional Portfolios with Private Credit (Apogem Capital)

Geopolitical Risk in a Shifting World Order (New York Life Investments)

2025 Midyear Investment Outlook (Capital Group)

Capital Market Assumptions 2025 Q2 (PGIM Quantitative Solutions)

Tackling Uncertainty with Absolute Return Bonds (BNP Paribas AM)

Charting Public Debt with Economist Peder Beck-Friis (PIMCO)

Europe: A Strategic Overweight? (UBS AM)

The Red Thread: Europe Edition - Mid-Year 2025 (UBS AM)

LAST 12 MONTHS

Secular Outlook: The Fragmentation Era (PIMCO)

The Art of Learning: Asset Allocation Insights (KKR)

Choice of Equity Landing Points Can Benefit Target-Date Investors (Vanguard)

2025 Midyear Investment Outlook: The Global Reset (Invesco)

Private Markets Outlook: Driving Success in Volatile Environments (State Street)

The Red Thread: Private Markets May 2025 (UBS AM)

Mid-Year Investment Outlook 2025 (Amundi)

Trend & Cycle: The Long View — June 2025 (RBC WM)

Rethinking Emerging Markets Hard Currency (Nuveen)

Small- and Mid-Size Nonprofits’ Big Investment Challenges (Fidelity Investments)

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TOP AUDIO AND VIDEO

Markets in Motion: Shifts Transforming Economies and Markets

Understanding Energy Transition and Sustainability Reporting (S&P Dow Jones Indices)

The Power of Global Bonds (PIMCO)

Policy30: Tariffs and the Global Markets (Fidelity Investments)

Geopolitics and Gold Webinar (World Gold Council)

Investing Lessons from 150 Years of Drawdowns (Natixis IM)

AI Summer Course, Part 3 – AI Momentum (Robeco)

Unlocking the Next Wave of ETF Growth in Europe (State Street)

Private Equity Secondaries: Optimizing through Portfolio Construction (Northleaf Capital)

Specialty Finance: Low-Correlation Opportunities Lie in Niche Segments (Northleaf Capital)

Unearthed: Gold ETFs 101 — Myths, Mechanics, and Market Access (World Gold Council)

Jeremy Grantham: Why NVIDIA May Lead the Mag 7 Crash (Master Investor)

Lyn Alden: Run It Hot! (Macro Voices)

How Good Are LLMs at Doing Our Jobs? (VoxEU)

The Rise of Geoeconomics: Power Dynamics Shaping Global Markets (PGIM)

Midyear Update: A Look Back to Move Forward (MFS)

Quarterly Update | Q2 2025 | Ep 193 (Mawer IM)

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