Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
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Swan Lake: The Risks that Would Most Disrupt Consensus in 2025 (Global Market Strategy)
A black swan is a high-impact, unpredictable event that disrupts investor consensus. Investor attention around…
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Oil: Geopolitics versus Structural Headwinds (MFS)
A quick analysis of the oil market which focuses on supply and demand dynamics, the impact of geopolitical…
Mid-Year Outlook 2025 – Riding Out the Policy Noise (Amundi)
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and…
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