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Strategic Case
TCT 2026: Cardiovascular Innovation Point to Earlier Intervention and More Efficient Care Pathways
A Delayed Halloween
United States: Congress Changes Hands, But the Economic Equation Stays the Same
Strong earnings momentum continues to underpin markets
Has China Already Lost the AI Race?
Digital assets: the biggest crypto hack ever?
The ECB is expected to reaffirm its cautious stance
Equity Markets Hold Firm Despite Higher Rates
Brazil: Lula wins a fourth term as fiscal challenges persist and policy execution remains in focus
AI Bubble or Not?
When Water Runs Short, Value Evaporates
European High-Yield Bonds: Should Investors Favor Carry Over Duration?
U.S. elections may change the agenda, but debt remains the real issue
United States: headline inflation seen rising from 3.4% to 3.6%
Markets Are Overpricing Europe’s Political Risk
Emerging Market Equities: India, China and Brazil in the Spotlight
Germany: recovery takes hold
DNB Asset Management launches a global equity fund dedicated to women’s health in Switzerland
The Lenders’ Turn
Memory chips: why investors may be underestimating the AI cycle
European Small and Mid-Caps: An Opportunity Still Intact
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