Europe’s Overlooked AI Enablers and Adopters (Robeco)
AI headlines focus on U.S.-dominated AI models and huge data center builds but that is not the whole story. Europe…
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China’s Growth Engine Faces Fresh Challenges (PIMCO)
Looking ahead, inventories can’t keep piling up forever if China wants to counter deflationary trends and maintain…
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Global Macro Outlook: Policy Divergence to Structural Dispersion (Nuveen)
2026 is shaping up to be a year defined by the interplay of structural shocks and cyclical policy dynamics. The…
Morningstar Leveraged Loan Monitor: Q3 2025 (Morningstar Indexes)
This is the latest instalment of the Morningstar Leveraged Loan Monitor, which is designed to help investors stay…
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