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CIO Weekly Perspectives | July 2025
Will Policy Clarity Spark a New Wave of Economic Growth?
- While tariff uncertainty continues to linger, the passage of the One Big Beautiful Bill provides business leaders with long-awaited policy clarity that may provide a boost to capital expenditure.
Article | July 2025
Shifting Dynamics in the CRE Lending Market
- We see an array of differentiated opportunities across the commercial real estate credit market.
Article | July 2025
Opportunity Amidst Uncertainty
- Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.