All topics
Monthly Chart Pack: H2 2025 Outlook edition
What might the next six months look like?
This edition of the monthly chart pack presents several ideas of what the next six months could look like. Explore the chart pack here.
RELATED CONTENT
Asian Development Outlook July 2025 (ADB)
| 13 Aug 2025Tariffs and trade uncertainty are dampening the outlook for developing Asia and the Pacific, with growth forecasts downgraded to 4.7% for 2025 and 4.…
A Newsletter for True Long-Term Investors: Q2 2025 (True North Institute)
| 13 Aug 2025The reshaping of the world order must be a macro issue worth having investment committees discuss, with practical investment implications like…
How Healthy Is Europe’s Telecom Sector? (Kearney)
| 13 Aug 2025Europe has long been a leader in the telecom sector, with its pioneering foundational advancements setting standards worldwide.
For Electric Vehicles, Smaller Is Better (World Resources Institute)
| 13 Aug 2025The electric vehicle (EV) market is showing steady growth in many parts of the world. In 2023, nearly one in five cars sold worldwide was electric,…
U.S. Dollar Weakness: A Crowded Idea, Uncrowded Trade (City of London IM)
| 13 Aug 2025While USD depreciation is a consensus macro view, positioning and valuation data suggest it is not yet fully priced, offering room for strategic…