The Hedge of Least Regret (New York Life Investment Management)
International equities remain a critical component of diversified portfolios, offering exposure to a broader…
Currency Management
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Global Investment Views - May 2026 (Amundi)
Over the past few weeks, markets have been driven by higher inflation expectations, shifting central bank outlooks…
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The Macroeconomics of Stablecoins (BIS)
The authors analyse the macroeconomic impact of stablecoins using a quantitative macroeconomic model. Stablecoins…
Shorting America: Europe's Financial Leveage over the United States (Kiel Institute)
Europe holds financial leverage: it owns $9.6 trillion in U.S. assets, roughly 1.5 times the $6.4 trillion the U.S…
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