Investment Opportunities in a Changing Military Landscape (Mawer IM)
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He…
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Assessing Ongoing Trade Tension and Investment Implications (Fidelity Investments)
With rapid tariff-driven changes in U.S. trade policy still reverberating around the world, a group of Fidelity’s…
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From U.S. Exceptionalism to Exceptional European Opportunity (M&G Investments)
After years of being overshadowed, European equities have outperformed their U.S. counterparts this year. As U.S.…
China’s DeepSeek Raises Stakes In AI Arms Race (M&G Investments)
The emergence of China’s DeepSeek has disrupted the AI landscape and challenged the prevailing narrative about the…
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