Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
Global Economic Outlook
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Cross Border Acquisitions U.S. (Invesco)
Cross-border capital has pulled back from investment activity in the U.S. because of tariff related and…
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2025 Q3 Capital Market Assumptions (PGIM Quantitative Solutions)
Trade and tariff policy has emerged as the most disruptive factor for the economic outlook.
Talking Heads – Sustainability, Bending, but Not Breaking (BNP Paribas AM)
The global landscape is witnessing a significant shift in sustainability strategies, influenced by political…
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