The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning (Mawer IM)
In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow…
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A New Regime Begins at the Fed (Fidelity International)
Kevin Warsh arrives at the Federal Reserve with a more dovish view on inflation and is expected to press for…
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Why Technology Is the Cornerstone of European Strategic Autonomy (BNP Paribas AM)
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and…
Inflation Question Haunts the Market (Amundi)
U.S. input price inflation accelerated in April, coming in significantly above market expectations.
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