Global Research and Market Insights
June 22, 2025
Must Read Research: Shifting gears to international equities
Markets are shifting gears to favor international equities, but we discuss why the U.S. remains very much in the race. This week, we unpack how fund managers’ overall sentiment is middle of the road despite 20-year lows in U.S. dollar sentiment and discuss why hedges could make sense in an AI-fueled buy-the-dip environment.
Also featuring commentary from Global Economic Weekly
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