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Staying Pro-Risk in a Higher-Rate World: Our Read of BlackRock’s Q4 2025 Outlook
According to BlackRock's Global Outlook Q4 2025 Update , the investor's mantra should still be pro-risk, albeit with precision and purpose. Markets are adjusting to a new environment characterized by higher long-term interest rates and trade dynamics induced by technological change through the rising influence of artificial intelligence. In this context, opportunities are still available, but selectivity is becoming more acute. At Ballestas Group, this forecast reinforces wha
Ballestas Group
Nov 105 min read
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McKinsey Global Energy Perspective 2025 Summary
McKinsey has released its Global Energy Perspective 2025 , and the central message is unmistakable: the world is not on track for 1. 5°C. Even under the most optimistic scenario, global warming is projected to reach 1.9°C by 2100 , meaning that current decarbonization commitments are not sufficient. The report stands as one of the most influential global energy forecasts—alongside the IEA’s World Energy Outlook  and BP’s Energy Outlook —providing a comprehensive view of deman
Ballestas Group
Oct 153 min read
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White House Hosts AI Summit with Big Tech CEOs: What It Meant for U.S. Innovation and Global Investment
Two weeks ago, the White House hosted a landmark meeting that could reshape the trajectory of U.S. technology policy and long-term...
Ballestas Group
Oct 92 min read
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Pricing Out Uncertainty
Donald J. Trump claimed victory over Harris in the race to become the 47th president of the United States. The Republican President Elect...
Ballestas Group
Nov 7, 20241 min read
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