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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The Last Significant U.S. Tax Cut of My Lifetime? (Natixis IM)
“Congress may have just enacted the last significant Federal tax cut in my lifetime, maybe even in the lifetime of…
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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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