New Dynamics: An Investment Playbook for 2026 (Candriam)
Candriam expects 2026 to be shaped by rapid innovation, geopolitical fragmentation, and regional growth.
Stocks and Sectors Outlook
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The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
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Nuclear Energy: Who, What, Where, When, Why? (Bank of America Institute)
This deep dive into nuclear energy explores the answers to five essential questions: Who produces nuclear energy…
Technology and Economic Development (Becker Friedman Institute)
Firms in countries behind the world technology frontier can rapidly adopt new techniques from the world frontier.…
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Where Active Management Can Add Meaningful Value
Across today’s markets, dispersion, shifting fundamentals, and rapid innovation are creating…
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In a market defined by elevated credit valuations, rising global debt, and shifting sector dynamics…