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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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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Uncommon Truths: Fed Surprises Are Not Enough to Save the Dollar (Invesco)
A busy week included a Fed meeting that delivered several surprises. Markets have downgraded the likelihood of a…
Private Credit Market Update: Q3 2025 (Northleaf Capital Partners)
The third quarter of 2025 featured further evidence of broadly resilient performance from the private credit…
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Retirement outlook: Strong national progress, opportunities ahead
The outlook for retirement readiness in the U.S. presents both challenges and opportunities.…