Global Investment Views - August 2026 (Amundi)
July saw tensions flare once again in the Middle East. Markets questioned the feasibility of returning to a…
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How Could Inflation and AI Shape Fixed Income Markets? (Capital Group)
This conversation covers the opportunities created by higher real yields, the potential to find value across…
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Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets (PIMCO)
Energy markets have reached a precarious moment, with the path of prices over the remainder of the year – and…
Macro Brief: AI in Europe – Implications for Productivity (Capital Group)
With U.S. hyperscalers driving the AI boom, Europe has been absent from the excitement surrounding this technology…
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CIO reading list, July 2026: The big forces shaping allocations today
In this edition of the CIO Reading List...
