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…
Markets Outlook
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Dealing with a Potential "China shock" (Deutsche Bank)
Germany’s trade deficit with China has been growing and will likely reach a record level of over 2% of GDP this…
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Morningstar Quarterly Style Monitor: Q3 2025 (Morningstar Indexes)
This is the latest instalment of the Morningstar Quarterly Style Monitor, which is designed to help investors stay…
America First Policies: What Are the Global Implications? (Capital Group)
It is difficult to pin down the U.S. administration’s ultimate goals, but recent actions suggest the focus is on…
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