Markets Recon

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Source Title Topics Published Actions
EFG International Will AI permanently boost economic growth? - interview with Stefan Gerlach
Baillie Gifford SAINTS spotlight: the half life of a market narrative
BNP Paribas Asset Management Take Two: Tech stocks hit after US midterms; Bank of England hikes interest rates
EFG International EFG’s Capital Market Assumptions
Franklin Templeton Atlantic Crosswinds: Europe After the US Midterms
Invesco Tactical Asset Allocation – Monthly Update: November 2026
J.P. Morgan Asset Management The Weekly Brief: edition of 9 November 2026
Macrobond Financial Week of November 9, 2026 | Macro Charts
Muzinich & Co Muzinich Weekly Market Comment: The Executive Years – Two Years, One Pen
Neuberger Berman CIO Weekly: A November to Remember
Robeco SI Debate: Is sovereign engagement knocking on the right door?
S&P Global Capitalizing on West Africa’s high growth potential
S&P Global Turning up the heat: West Africa faces rising climate hazards as adaptation gathers pace
S&P Global The key to success in digital entertainment is winning over early tech adopters
Standard Chartered Carry, currency and conviction in a volatile 2026
UBS Asset Management Uncertainty continues
AllianceBernstein Super El Niño: The 30,000-Foot View for Investors
Allianz Global Investors Best Styles x Sports: philosophy
Amundi Democratic sweep reshapes US policy constraints, market leadership and investor positioning
Ashmore Group Post midterms position clearing at mid-cycle is a buying opportunity
Aviva Investors Bond Voyage: The globalization of Canadian credit
Baillie Gifford A home within reach: easing the housing squeeze
Baillie Gifford Durable growth: the masters of their own destiny
Capital Group AI and credit: Looking beyond the technology race
Capital Group What past investment booms can teach us about AI

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