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By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
Critical technologies are being identified and promoted as deglobalization advances
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
All forecasts at a glance
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Michael Lewis, Murray Birt, Maria Milina
Tracking European sovereigns in their transformational journeys
By: David Bianco
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
Introduction of Bitcoin ETFs has given the segment a boost
By: Tommy Law
Supporting transformation and sustainability ambition
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
More secure supply brings gas prices back down
The BTP/Bund spread falls impressively
