Fourth Quarter 2025 Outlook: Navigating the Shifting Sands of Global Finance (PGIM)
Amidst the macro uncertainty, investors should lean into high-conviction, high-quality exposures. Maintaining…
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Canary in the Gold Mine, II: The Future of Global Money (Invesco)
Invesco explores the resurgence of gold, the ultimate legacy safe-haven asset, and its stark contrast with the…
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Of AI Bubbles and Crashes (VoxEU)
This column argues that innovation-driven bubbles can yield real benefits when financed by equity rather than debt.
Megadeals, Mergers and the Deal Economy (MUFG)
In a year in which trade wars and public policy uncertainty have derailed the “real” economy, the global “deal”…
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