Diplomacy Wavers; Tech Delivers (New York Life Investment Management)
As diplomacy wavers, tech continues to deliver. The U.S. and Iran remain under a fragile ceasefire, and investors…
Stocks and Sectors Outlook
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Stock Market Outlook: 3 Themes for the Second Half of 2026 (Capital Group)
Thus far in 2026, stock markets have reached a series of new highs amid wars in the Middle East and Ukraine,…
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2 Familiar Sectors Are behind Most of This Year’s Stock Market Turbulence (Morningstar Indexes)
Back in April, in the wake of turbulence in US stocks, Morningstar Indexes wrote about volatility at the market…
Europe Will Be Central to the Next Wave of AI Winners (Fidelity International)
While the last technology cycle was consumer led, the AI cycle is shaping up to be more enterprise-focused. Marcel…
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