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A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
• The Middle East conflict had gradually been receding into the background but the resumption of hostilities between Washington and Tehran caught investors off guard. • The latest economic da...
A review of the week’s top global economic and capital markets news.
Now families can invest for their children from birth with new Trump Accounts, designed to support long-term investing.
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Equity investors should cast a wide net to capture the healthcare sector’s full potential. Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practic...
A hawkish Fed and buoyant economy outweighed falling oil prices.
Adams Street Managing Partner & Head of Investments Jeff Diehl recently joined a PE Wire podcast to discuss transparency, risk, and manager selection in private credit. He emphasized that real tran...
Against a backdrop of resilient growth and a fading energy shock, we reaffirm our positive view on risk assets. In equities we favor the U.S., Japan and emerging markets. We overweight U.S. high yi...
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