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…
Stocks and Sectors Outlook
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Sector Atlas 2025: Trade War Is a Sector War After All (Allianz)
An overview summarizing key opportunities and challenges as well as each sector’s strengths and weaknesses along…
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Making the Case for U.S. Smaller Companies (Fidelity International)
This year's rockier road for equity markets has focused minds on issues of valuation, concentration and exposure…
Weekly Market Update - Going as Planned? (BNP Paribas AM)
Investors expected prior to the U.S. election that 2025 would see a soft landing of the U.S. economy, entailing a…
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