Europe’s Energy Shock: Growth in the Crossfire (PGIM)
The latest energy shock is weighing more on Europe’s growth outlook than inflation.
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Equity Outlook: From Positive to Perilous (Robeco)
The economic outlook has been thrown into uncertainty due to the Middle East conflict, but global equity investors…
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View from the Markets: The Interest Rate Threat (BNP Paribas AM)
If negotiations to end the Iran conflict succeed, lower interest rates would likely spur a market rally. In our…
Supply-Chain Fragilities Are Emerging in Tech (Principal Asset Management)
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
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Navigating uncertainty in search of alpha
Opportunities amid uncertaintyRead about PGIM’s four market-shaping themes, which anchor the firm’s…
