Mid-Year Update: What if Trump Is Right? (Orbis Investments)
Market complacency, the focus on AI, and potentially overlooked opportunities around electricity generation all…
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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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What Is the Cure for an Ailing European Healthcare Model? (Candriam)
Between 60% and 80% of active pharmaceutical ingredients are produced outside the EU. The COVID-19 pandemic…
Weekly Markets Monitor - Soft Floor? (World Gold Council)
Geopolitical tensions escalated last week, while economic data pointed to divergence. In the U.S. inflation…
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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…
