2026 Investment Outlook (Amundi)
AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends…
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The Deep End: 2025 Alternative Investments Review (JP Morgan AM)
On the surface not much has changed since the last review two years ago: top quartile buyout and venture funds…
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Quarterly Review December 2025 (BIS)
The risk-on mood that prevailed for much of the review period in global financial markets faced mounting…
The Big Beautiful Unbelievable Rally (Candriam)
Contrarian voices grew louder in October while Nvidia’s Jensen Huang warned that “China will win the AI race”.…
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