In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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Title Date published
Why the French and UK elections matter for investors 2024-06-25
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop 2024-06-18
Power surge: AI, renewable energy, and the future of electricity 2024-06-11
Central bank divergence: Why it's happening and why it matters 2024-06-04
Can private equity bounce back? 2024-05-28
Is China’s rebound for real? 2024-05-21
How AI, the energy transition, and the future of work are shaping impact investing 2024-05-14
Is the UK economy finally turning the corner? 2024-05-07
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors 2024-04-30
Weighing the GLP-1 Market 2024-04-23
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates 2024-04-16
Global insurers turn to private credit — and AI 2024-04-09
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons 2024-04-02
Are the largest US stocks too dominant? 2024-03-26
Global transit & trade: in rough waters 2024-03-19
High mortgage rates, limited inventory continue to challenge the US housing market 2024-03-12
What’s ahead for retail: how retail CEOs are navigating a more complex environment 2024-03-05
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments 2024-02-28
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty 2024-02-23
Shifting supply and demand dynamics buffer oil market 2024-02-21
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