Mid-Year Update: What if Trump Is Right? (Orbis Investments)
Market complacency, the focus on AI, and potentially overlooked opportunities around electricity generation all…
Markets Outlook
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The Case for Global Securitised Credit (PGIM)
Securitised assets offer consistent value compared to credit sectors within the aggregate fixed income indices.…
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Investing in the Build Canada Theme | Ep 222 (Mawer IM)
Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and…
Europe's Quiet Convergence (PIMCO)
The euro area remains a low-growth region, but increasing convergence is making it a more stable and durable…
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Investment outlooks for the second half of 2026, part II
Artificial intelligence vs. geopoliticsSavvy Investor has curated another collection of mid-year…
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Rethinking U.S. exceptionalism, human rights risks and Brazil’s visionExplore this selection of…
