Exchanges 

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
Private credit investing with Ares Management’s Mike Arougheti	2024-07-23
A skeptical look at AI investment	2024-07-16
Oil’s extended reign? Adapting to a new era in oil markets	2024-07-09
Taking stock: Can the US rally continue?	2024-07-02
Large-cap investing with Jennison Associates’ Kathleen McCarragher	2024-06-28
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

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