The Advantage of Investing in the Real Economy? You Know It's Real (Natixis IM)
As massive tech valuations, AI hype, and complex financial engineering dominate the headlines of large-cap private…
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AI Capex: How Hyperscalers Turn Data Centers into Returns (Mawer IM)
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a…
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Midterms Are Unlikely to Derail the Stock Market (Principal Asset Management)
As political uncertainty fades after the vote, markets are likely to refocus on fundamentals rather than election…
Hidden Gems: Monaco (MarketVector Indexes)
Europe's wealthiest micro-economy without a stock exchange.
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China's resurgence, active ETFs, and the metals race Explore this selection of high-quality…
