Market Perspectives April 2025

By Algernon Percy | 08 Apr, 2025 The outlook for interest rates Bond yields around the world are diverging. Looking at the returns from bond markets over the last three months (+0.5% from gilts, and +1.5% from the global market broadly, in sterling terms), one could be forgiven for thinking it was an uneventful quarter. However, there was considerable diversity between different countries, with Japanese yields going relentlessly up as…

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Empowering everyday convenience

People want food delivered to their homes, and they want it nowArne Gast: To kick us off, please tell us a little bit about your business, and how it has evolved since you founded the company in 2000. Jitse Groen: It all started in my attic. We began operating in the Netherlands with Thuisbezorgd.nl, an online food delivery platform. The business grew rapidly, and we rebranded it as Takeaway.com in…

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Consolidation of the BRICS Value Platform and Progress Towards Multipolarity

On April 8, 2025, the Valdai Discussion Club hosted a presentation of the report titled “The Evolution of the BRICS Value Platform.” The discussion was moderated by Oleg Barabanov, the author of the report and programme director of the Valdai Club, who proposed discussing what the BRICS values ​​are and how they are used in real political activity. Pavel Knyazev, Sous-Sherpa of Russia to the BRICS, Ambassador-at-Large of the Russian…

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The Middle East as Part of the ‘Global Majority’

Since the outbreak of the conflict in Ukraine, Middle Eastern countries have increasingly figured into the international agenda as mediators in the dialogue between the West and Russia. Not only do they actively participate in humanitarian initiatives, such as prisoner exchanges, but they also influence key aspects of the negotiation process. Against this background, Riyadh stands out in particular, having become the venue for the first round of high-level talks…

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J&J’s Ashita Batavia on advancing oncology clinical-trials with data

In this episode of Eureka!, McKinsey’s podcast on innovation in life sciences R&D, hosts Navraj Nagra, Alex Devereson, and Meredith Langstaff speak to Ashita Batavia, head of hematology and oncology data sciences, R&D, at Johnson & Johnson Innovative Medicine (J&J). They discuss how real-world data can better inform clinical trials, the shifts in mindsets and capabilities needed to support AI in biopharma, and how to navigate the complexity of clinical…

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RTO Mandates Won’t Fix a Broken Culture

Topics Column Our expert columnists offer opinion and analysis on important issues facing modern businesses and managers. More in this series Subscribe Share Jamie Jones/Ikon Images Summary: As the return-to-office debate continues, many executives still think of culture as something that only happens inside office walls. But real culture is how we work. This includes everything from the dynamics of leaders and teams to the presence (or absence) of trust…

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Q5 Media Monthly: March 2025

Insights from the Q5 Media Team From the rise of news influencers to the evolving definition of ‘digital first,’ the Q5 media team shares key insights into the challenges shaping the publishing and broadcasting landscape. Drawing on industry experience and client work, these thought pieces explore how newsrooms can adapt and thrive in a rapidly changing media environment. Reading time: 4 minutes Recently, the Q5 media team has taken to…

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Six Essential Tips for Navigating Buy American Compliance in Government Contracts

In celebration of the release of the 6th Edition of the Government Contracts Compliance Handbook, we are sharing six essential tips for understanding and navigating Buy American compliance in government contracts. These requirements are critical for contractors working with the U.S. federal government, as failure to comply can lead to penalties, contract disputes, and potential disqualification from future procurement opportunities. This article offers practical guidance to help contractors navigate the…

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There is no foundation in the Class Proceedings Act, 1992 for conditional certifications

In Knisley v Canada (Attorney General), 2025 ONCA 185, the Court of Appeal was asked to consider whether a motions judge hearing a certification motion can conditionally certify a class proceeding where neither the parties nor the court at the hearing can provide a workable class definition capable of satisfying s. 5(1)(b) of the Class Proceedings Act, 1992 (CPA). The Knisley class action was brought on behalf of veterans who…

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What we shared about Microsoft Azure Storage at KubeCon Europe 2025

Wow, KubeCon + CloudNativeCon Europe 2025 in London was a fantastic time! Our Azure Storage team was thrilled to exchange insights and success stories at this vibrant community event. If you missed it, don’t worry! We are here to share what we showed off at the con: how we are enhancing performance, cost-efficiency, and AI Wow, KubeCon + CloudNativeCon Europe 2025 in London was a fantastic time! Our Azure Storage…

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Selex drives growth by tailoring assortments and formats to local needs

For Selex, the key growth driver in the coming years will be investments in new capabilities.Franck Laizet: Selex has shown success over the course of the past several years. What are the factors driving that development? Maniele Tasca: The most important factor is the quality of our companies. In 2005, our group consisted of 34 companies, and our market share was between 6 and 7 percent. Today, we have 18…

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Oxford researchers awarded ARIA funding to develop safety-first AI

As part of the Technical Area 3 (TA3) of the programme, nine research teams across the UK will focus on developing mathematical and computational methods to provide quantitative safety guarantees for AI systems. This will help ensure that advanced AI can be deployed responsibly in safety-critical sectors and domains such as infrastructure, healthcare, and manufacturing. Two of these projects are led by researchers at the University of Oxford:Towards Large-Scale Validation…

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Expert Comment: Ethical and legal challenges of uterus transplants in Mexico

Discussions about maternal health and rights in Mexico tend to focus on health outcomes and access to healthcare. Academics and activists have long campaigned for the government to invest more resources in maternal health. Unfortunately, healthcare provision for women who want to have a child and are struggling to conceive hasn’t received enough attention. Uterus transplantation is a procedure where a woman who doesn’t have a functioning uterus receives one either from a…

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Oxford Humanities team delivers framework for tackling modern slavery and human trafficking

Written for the Global Commission on Modern Slavery and Human Trafficking, the comprehensive Framework is designed to assist international non-governmental organisations (INGOs) and civil society organisations (CSOs) in identifying potential victims of modern slavery and human trafficking, and to help them better understand the underlying cultural and societal norms that push people into situations in which they are exploited.In order to ensure that the Framework is widely adopted as a…

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Indian journalist Mitali Mukherjee named Director of the Reuters Institute

The Reuters Institute for the Study of Journalism is dedicated to exploring the future of journalism worldwide through debate, engagement, and research. Their activities include a flagship Journalist Fellowship programme, leadership programmes, and research programmes to provide timely, evidence-based analysis of issues facing journalism and news media around the world. Mitali Mukherjee. Mukherjee has led the Journalist Programmes since September 2022 and represented the Institute in conferences and events around the…

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Experts discuss how the U.S. economy should adapt to the AI boom

As Americans waited to see what economic policies would be enacted in the new presidential term, the Hoover Prosperity Program hosted a timely conference on the pressing challenges facing the US economy. The panel discussion on “How Should the US Economy Adapt to the AI Boom?” was of particular import to the Silicon Valley audience, bringing together distinguished scholars from across Hoover and Stanford University: Jonathan Levin, president of Stanford…

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Delaware General Corporation Law 2025 Amendments–Interested Person/Control Person Transactions and Inspection Rights

 The State of Delaware, home to a majority of the so-called “Fortune 500” corporations, has been the subject of a variety of criticisms relating to corporate governance, director and officer litigation risk, controlling stockholder exposure, franchise taxes, and more. The criticisms, coupled with recent reincorporation migrations away from Delaware by several significant Delaware corporations to jurisdictions deemed to be more hospitable (such as Nevada, Texas, and Maryland) has spawned a…

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The importance of statutory compliance in mineral leasing

In the recent decision of Capital Land Services Ltd. v Revitalize Energy Inc. (Revitalize Energy),1 the Alberta Court of King’s Bench (the Court) declared a mineral top lease invalid based on the law of statutory illegality, and applied remedies under the Land Titles Act (LTA)2 to undo steps taken in reliance on the invalid top lease. Background In 2011, Scott Land Co. (Scott) and the County of Vermilion River (the…

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Handheld device could transform heart disease screening

The researchers, from the University of Cambridge, developed a device that makes it easy for people with or without medical training to record heart sounds accurately. Unlike a stethoscope, the device works well even if it’s not placed precisely on the chest: its larger, flexible sensing area helps capture clearer heart sounds than traditional stethoscopes.The device can also be used over clothing, making it more comfortable for patients – especially…

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Winning with customers: The Albert Heijn success formula

Daniel Läubli: Albert Heijn is one of the few supermarket chains in Europe that has continued to gain market share over the course of the past six years. What’s the magic ingredient of its success?Marit van Egmond: Of course, there is no single magic ingredient. That would be too simple. There are several key ingredients. The most important one is our rigorous customer focus. We work every day to be…

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Rising tide: How private equity can lift the shipbuilding industry

In a recent speech, US President Donald Trump asserted that the United States has fallen behind in shipbuilding, declaring a goal to make more ships “very fast, very soon.” The Wall Street Journal has reported that the Trump administration is drafting a new executive order intended to energize US shipbuilding. And a proposed piece of US legislation announced in 2024 (sponsored by a bipartisan group of congresspeople) noted an intent…

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Researchers demonstrate the UK’s first long-distance ultra-secure communication over a quantum network

The team, from the Universities of Bristol and Cambridge, created the network, which uses standard fibreoptic infrastructure, but relies on a variety of quantum phenomena to enable ultra-secure data transfer.The network uses two types of quantum key distribution (QKD) schemes: ‘unhackable’ encryption keys hidden inside particles of light; and distributed entanglement: a phenomenon that causes quantum particles to be intrinsically linked. The researchers demonstrated the capabilities of the network via…

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One in 3,000 people at risk of punctured lung from faulty gene – almost 100 times higher than previous estimate

The gene in question, FLCN, is linked to a condition known as Birt-Hogg-Dubé syndrome, symptoms of which include benign skin tumours, lung cysts, and an increased risk of kidney cancer.In a study published today in the journal Thorax, a team from the University of Cambridge examined data from UK Biobank, the 100,000 Genomes Project, and East London Genes & Health – three large genomic datasets encompassing more than 550,000 people.…

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10 Urgent AI Takeaways for Leaders

Topics Data, AI, & Machine Learning AI & Machine Learning Subscribe Share Summary: Leaders are struggling with shaping artificial intelligence strategy. After all, this work involves tackling tough topics like risk management and AI ethics, plus data management and culture challenges. Meanwhile, AI tools are continuously evolving. Here, we’ve gathered 10 of our most popular, valuable AI articles of recent months to share timely lessons on 10 pressing AI issues. “Despite…

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H-2B Cap Met for Second Half of FY 2025; Options Still Exist for Employers Seeking Temporary Workers

Quick Hits USCIS announced that the second half of the H-2B cap was met for FY 2025 on March 5, 2025. The announcement stated that cap-subject H-2B petitions received on or after March 6, 2025, would be rejected. The agency will continue to accept properly filed cap-exempt petitions and petitions for workers qualifying under the supplemental allocation. The H-2B program allows employers to hire foreign national workers to meet their…

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To climb to the top, women should focus on skill building

Anita Leung was still in high school when she got a glimpse into her future in the tech industry. It was an exciting place to build a career, but it could also be a lonely place for a woman. As a sophomore, Anita spotted a flyer about the need for more women in technology. She signed up for a class in peer-networking software. Out of 30 students, she was the…

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The Trump Tariffs Are Paralyzing Business Investment

This commentary originally appeared in Fortune. The views expressed are the authors’ own. We have presciently warned for a year, and earlier this week in Fortune, that Trump’s economic policies and this week’s “Liberation Day” tariffs announcement would prove to be a cataclysmic event. Like frat boys in denial that the driver of their car is dangerously drunk, Trump acolytes such as Peter Navarro, who ludicrously implored “trust in Trump,”…

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‘It really is the holy grail of curative medicine’

In the “Research Matters” series, we visit labs across campus to hear directly from Stanford scientists about what they’re working on, how it could advance human health and well-being, and why universities are critical players in the nation’s innovation ecosystem. The following are the researchers’ own words, edited and condensed for clarity.Chronic organ failure is a major cause of death – around 500,000 people are diagnosed with heart failure every…

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Cambridge researchers named 2025 Schmidt Science Fellows

Now in its eighth year, the Fellowship provides financial support for a postdoctoral placement of one to two years at a world-class research institution.The funding equips scientists to apply their knowledge to a new field of study with the goal of accelerating discoveries, and to develop their leadership potential. Dr Poppy Oldroyd, a 2025 Schmidt Science Fellow from the Department of Engineering, plans to pioneer a new frontier in understanding…

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How Expensive Is It to Have Your Own AI Agent, Really?

This setup wasn’t a fluke. Open-source AI models are becoming more powerful and accessible, thanks to innovations from companies like DeepSeek. Their recent releases, documented and accessible at Introducing DeepSeek-V3 and DeepSeek-V3 Release demonstrated that high-quality AI models can be developed with relatively low computational resources, significantly lower energy consumption and a modest budget. It turned the assumption that only industry titans can afford to build AI on its head. The…

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Worrying about war: geopolitical risks weigh on consumer sentiment

7 April 2025By Olivier Coibion, Dimitris Georgarakos, Yuriy Gorodnichenko, Geoff Kenny and Justus MeyerMilitary and diplomatic conflicts harm economic growth. This ECB blog shows that the expected length of wars matters for how strongly they weigh on consumer sentiment.[1]Geopolitical tensions can make consumers worry about their personal financial future and the economy at large. Data from the ECB’s Consumer Expectations Survey (CES)[2] suggests both notable concerns about geopolitical tensions and…

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Future Plans: Israel’s Prospects Through the Prism of the 2025 Budget

On March 25, Israel’s legislature, the Knesset, approved the country’s budget for the current year, preventing the collapse of Benjamin Netanyahu's government. At the same time, the ratio of military to civilian spending, the attraction of funds from the Israeli Citizens Fund and a number of accompanying factors have turned the document not only into the main financial plan, but also a kind of political plan for the future, Elizaveta…

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Stanford Law School publishes forward-looking blueprint for expanding access to justice

Stanford Law School’s Deborah L. Rhode Center on the Legal Profession and Legal Design Lab released a groundbreaking diagnostic report today that outlines a blueprint for creating more innovative, modern, and accessible courts. This report marks a significant milestone in the unique partnership established in January 2024 between the Superior Court of Los Angeles County (the Court – SCLAC) and Stanford Law School. Created in collaboration with court leadership, frontline…

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Articles On: Chipmakers, Japan, South Korea, Tariffs, Property Sales, Trade, Chinese EVs, Trump, Automakers, BlackRock, India, Estee Lauder, and Antitrust

TSMC, Intel and other top chipmakers slow Japan, Malaysia expansionsby Cheng Tingfang and Lauly Livia Nikkei Asia on March 28, 2025 China Says It Is Aiming to Coordinate Tariff Response with Japan, South Koreavia Wall Street Journal on April 1, 2025 China PMIs Show Some Signs of Economic Green Shoots Ahead of Tariffsvia Wall Street Journal on March 31, 2025 China’s Big State Banks to Get $71.6 Billion Capital Injectionvia…

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In new book on college life, Jay Hamilton says students have more freedom than they know

When the late Supreme Court Justice Sandra Day O’Connor, ’50, LLB ’52, was a Stanford student focused on a law career, her parents were more concerned about her marriage prospects. Businesswoman, politician, and Stanford undergraduate alum Carly Fiorina, ’76, followed in her father’s footsteps and enrolled in law school, but dropped out when she discovered she was more interested in business. “Both followed their interests rather than the expectations of their…

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Innovation Madness: The Ultimate Basketball Patent Bracket – Round 2 – 14 inventions. 1 champion. Who will cut down the net?

Innovation Madness: The Ultimate Basketball Patent Bracket – Round 2 - 14 inventions. 1 champion. Who will cut down the net? | Gadgets, Gigabytes & Goodwill Blog Skip to content

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Three Microsoft CEOs walk into a room on Microsoft’s 50th anniversary … and are interviewed by Copilot!

Three Microsoft CEOs walk into a room on Microsoft’s 50th anniversary … and are interviewed by Copilot!  …more Like Comment Share Copy LinkedIn Facebook Twitter Transcript Transcript Transcript Well, maybe copilot, you wanna wrap it up by asking? Or maybe roast giving us each an AI roast. Alright, Satya, let's spice it up. Steve will start with you. Your enthusiasm is legendary, but do you ever worry that your energy…

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Trade, tech, and geopolitics: Asia in 2025

McKinsey hosted its annual Asian Leaders’ dinner at the World Economic Forum meeting in Davos in January, bringing together more than 70 top executives from around the region. They explored critical themes around Asia’s future, including geopolitical resilience, trade corridors, AI and gen AI, energy transitions, and demographic challenges. Clay Chandler, executive editor, Asia, at Fortune moderated the discussions. In this post-Davos interview, he talks with McKinsey senior partners Gautam…

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Venezuela’s TPS Designation: Federal Judge Issues Nationwide Order Temporarily Reinstating Program

Quick Hits On March 31, 2025, a U.S. district court judge issued an order temporarily reinstating Venezuela’s TPS pending further litigation.  Shortly after taking office, Secretary of Homeland Security Noem canceled the extension of the 2021 and 2023 TPS designations for Venezuela and the overall 2023 TPS program for Venezuelans. This court order ensures that Venezuelan TPS holders retain their legal status and employment authorization through October 2, 2026, while…

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You really know intelligence has been commoditized when CEOs start vibe coding! GitHub Copilot Agent Mode & MCP support is rolling out to all VS Code users.

You really know intelligence has been commoditized when CEOs start vibe coding! GitHub Copilot Agent Mode & MCP support is rolling out to all VS Code users: https://lnkd.in/g6s8HDC2 …more Like Comment Share Copy LinkedIn Facebook Twitter Transcript Transcript Transcript So we're going to learn a little bit about Microsoft's history with its first product or the creation of its first product. Let's go to Copilot. First product, I'll tear basic…

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