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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Innovation Report 2025 (Bain & Company)
In this edition we explore these innovators’ recipes for success. One surprise? They are not always outspending…
AI Will Not Make You Rich (Colossus)
Anyone who invests in the new thing must answer two questions: first, how much value will this innovation create?…
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