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Korean equities rally on AI demand, export recovery, and reforms—despite volatility, long-term outlook remains strong.
Key Takeaways Secondary transactions should not be passive clean-up exercises. As fiduciaries, Adams Street evaluates each potential sale to balance investor liquidity needs against long-term valu...
Geopolitical conflict, oil prices, and midterm elections may keep investor sentiment cautious—but history shows there’s reason for hope.
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Markets navigated a complex backdrop, as a fragile Middle East ceasefire and ongoing Strait of Hormuz disruption kept energy prices elevated and investors cautious. With inflation risks resurfacing...
[External Link] Kei Fujimoto, Senior Economist at Sumitomo Mitsui Trust Asset Management, shared his views on the outlook for the Japanese yen amid Middle East geopolitical tensions. He discussed t...
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The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
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