Leveraged Credit: 2025 Midyear Review & Outlook (Polen Capital)
Polen’s leveraged credit investment team discusses the market turbulence during the first half of 2025 and what…
Debt and Credit Outlook
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2025 Global Outlook: Generalist Resilient Income Growth amid Uncertainty (PGIM Real Estate)
PGIM Real Estate explores recovery and growth in global real estate markets despite heightened uncertainty on the…
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Walls of Worry: Europe’s Stumble toward Debt Mutualization (UBS AM)
The prospect of greater fiscal union in Europe is a highly contentious subject. In light of recent geopolitical…
What Does the Sino-U.S. Trade War Détente Mean for Markets? (BNP Paribas AM)
China and the U.S. have reached a preliminary agreement on a trade negotiation framework that looks more likely to…
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