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Zeroing in on secular forces, not cycles

Market take

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Insights from the 2025 Outlook Forum and Market Dynamics

This chapter delves into the key takeaways from the 2025 Outlook Forum, focusing on investment strategies amid structural shifts and uncertainties like US elections and geopolitical tensions. It also examines the contrasting performance of US and European stocks and highlights the transformative role of AI in the evolving economic landscape.

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