The Macro-Market Dissonance (PGIM)
The tone at last week’s IMF/ World Bank Spring meetings was one of dissonance: risk assets rallied sharply on…
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Geopolitical Friction and the New Market Reality (Amundi)
In this episode of Outerblue Convictions, host Swaha Pattanaik speaks with Monica Defend, Head of the Amundi…
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We've Seen This Before (Marquette Associates)
Diversify. Rebalance. Stay invested. Every one of these letters has concluded with that same advice in some shape…
CIO Views | From Cyclical Reacceleration to Geopolitical Regime Shift (Graham Capital Management)
This Q2 2026 outlook reflects a shift from cyclical reacceleration to a more fragile macro regime shaped by…
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