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Investor uncertainty made for volatile markets, with questions remaining around artificial intelligence company valuations and the prospect of a U.S. rate cut next month, as delayed employment data...
The UK Autumn Budget is just around the corner, and there’s a lot riding on what the chancellor decides to do next. Investors are watching closely, not just for the usual tax and spending headlines...
Timely insights from inside Washington.
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.
S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year (see Exhibit 1). The S&P Peru Select 20% Capped Index had an annual...
Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic suppl...
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