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Our research experts see growth opportunities in consumer debt and AI infrastructure.
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Explore some of our latest insights on industry news and trends.
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2025 investment outlooks
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The global rate-cutting cycle has started. What does this mean for investors? Here's how our investment professionals are thinking about the year ahead.
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Macroeconomic outlook: Selective opportunities amid slower growth and geopolitical uncertainty
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What the continued double-digit run in equities could mean for markets in 2025.
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Equity outlook: Will lower rates and strong earnings be enough to keep markets up?
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Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
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