July 08, 2025
-
5 min
Subscribe to our newsletter
Sign up to receive all the latest insights
Related insights
Macro views
Echoes: What’s your hedge if tech optimism falls short?
Loomis Sayles’ investment industry veteran David Rolley distils 40-plus years of investment wisdom to explain how we got to where we are, why the optimism around AI puts us in a particularly perilous position, and what it all means for fixed income investors.
Macro views
Ostrum AM’s Perspectives – June 2025
Ostrum AM’s monthly market views.
Macro views
Mirova monthly market review – June 2025
Mirova share their views on listed markets for June.