Rupture and Resilience (PIMCO)
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive…
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Key Questions for the Second Half (PGIM)
An eventful first half of 2026 raises several key questions as investors prepare for the second half of the year.
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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…
Why Credit Appeals in Today’s Volatile Markets (Natixis IM)
The recent events have shown that credit is a resilient asset class with relatively controlled volatility versus…
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A new European investment landscape
European economies and markets are undergoing a rapid transformation...
