2025 Investment Outlook: After the Landing (Invesco)
Invesco expects significant monetary policy easing to push global growth higher in 2025, fostering an attractive…
Global Economic Outlook
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The Red Thread: The Diversification Edition (UBS AM)
The relevance of this question has arguably never been greater. Diversification is a central tenet of investment…
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Euro Area Outlook 2025: Under Pressure (Goldman Sachs)
Our European economists in Goldman Sachs Research expect 2025 to be another challenging year for the Euro area…
Can Monetary Policies Inflate a Stock Market Bubble? A Regime Switching Model of Periodically Collapsing Bubbles (Bocconi University)
We find that the linkages between S…
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