All topics
Charts of the month - November 2024
- Anton Balint, Senior Investment Writer |
- 04 Dec 2024
Debt opportunities, private markets, and AI
This edition of the monthly chart pack explores the dynamics underpinning the latest opportunities across debt markets, developments in the world of private capital, and the big AI question. Download it here.
RELATED CONTENT

Global Market Outlook: U.S., Global, and Emerging Markets Commentary (Fisher Investments)
Fisher Investments | 15 Aug 2025Global equities proved a timeless truth about corrections in Q2, rebounding sharply from “Liberation Day's" steep fall to finish June at new all-time…

Q2 2025 Investment Grade Corporate Market Review & Outlook (MetLife IM)
MetLife Investment Management | 15 Aug 2025Despite macro headwinds — elevated tariffs, geopolitical tensions and weaker economic data — credit spreads tightened during Q2, with excess returns…

Kaleidoscope Series: Geoeconomic Fragmentation (Fidelity International)
Fidelity International | 15 Aug 2025We have entered a new era of fragmentation rather than cooperation, where nationalism and protectionism contribute to the shaping of economic policy…

China – Involution, Deflation and Structural Reform (BNP Paribas AM)
BNP Paribas Asset Management | 15 Aug 2025Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy. It refers to excessive and self-defeating competition…

Kaleidoscope Series: Equity Allocations and Fragmentation (Fidelity International)
Fidelity International | 15 Aug 2025Amid U.S.-centric equity positioning, diverging trends between regions are creating a more level playing field for equities globally.