Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Macro Pulse: Soft Data, Hard Questions (New York Life Investments)
Amid rampant global policy uncertainty, investors face a difficult truth: clarity may not come soon.
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Why Quality Stocks Aren’t Doing Better This Year (Morningstar Indexes)
“Quality” companies may have a reputation for resilience, but they have not held up well in 2025. Dan Lefkovitz,…
The Tariff Dilemma: Long-Term Opportunity in the Industrial Sector (Franklin Templeton)
Despite the recent surge in tariffs, Clarion believes the long-term drivers that have shaped the U.S. industrial…
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Stay ahead: Capital Group’s latest insights on today’s dynamic markets
Following recent events, the dynamic between the European and U.S. economies...
