Why Structured Credit Is a Strategic Allocation for Insurers (Fidelity International)
Improving regulation, stronger market structures and attractive valuations are encouraging European insurers to…
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Transition Materials: Short-Term Moves, Long-Term Opportunities (Fidelity International)
In the transition materials space, recent volatility has been shaped by geopolitical risk, changing rate…
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Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | Ep 223 (Mawer IM)
One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that…
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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Signal Edition 4: Credit where it’s due
Where are institutional investors finding opportunities in fixed income?The fixed income…
