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Editor's choice
The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
11 December 2024
How will we know AI is delivering?
The stock market beneficiaries of AI have so far been the enablers but how will we know that the benefits are spreading?
10 December 2024
Opportunity in real estate credit
Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.
9 December 2024
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