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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Financials – Riding the Wave or Getting Washed Away? (Robeco)
Financial companies are set to benefit from a wave of tailwinds, though stock picking is essential to find the…
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Germany’s Fiscal Shift: A Boost for European Credit? (Robeco)
Germany is poised for a monumental policy change, with a substantial increase in government spending on the…
What the Recent Tariffs Could Mean for the Market and Investors (Fidelity Investments)
Explore how Trump's trade policies and potential reforms in tax, immigration, and deregulation could impact…
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