New Dynamics: An Investment Playbook for 2026 (Candriam)
Candriam expects 2026 to be shaped by rapid innovation, geopolitical fragmentation, and regional growth.
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The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
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AI’s Hidden Dependencies (Arthur D. Little)
AI is becoming the world’s newest critical infrastructure. Its meteoric rise exposes a question that remains…
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Where Active Management Can Add Meaningful Value
Across today’s markets, dispersion, shifting fundamentals, and rapid innovation are creating…
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At this point in time investors are witnessing a...
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In a market defined by elevated credit valuations, rising global debt, and shifting sector dynamics…