Charting Public Debt with Economist Peder Beck-Friis (PIMCO)
Peder Beck-Friis, an economist at PIMCO, charts rising government debt and its implications for the U.S. dollar…
Markets Outlook
Lead Content
Europe: A Strategic Overweight? (UBS AM)
After a long period of U.S. equity outperformance relative to Europe, the short-term picture has changed. UBS AM…
Latest posts
The Red Thread: Europe Edition - Mid-Year 2025 (UBS AM)
Exploring the ways Europe can regain its competitiveness in a challenging and uncertain world.
Understanding Structured Credit and the Case for Europe (BNP Paribas AM)
Structured credit offers investors an appealing blend of portfolio diversification, potential for yield and risk…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Insights you might have missed last week
AI (again!), 10 challenges for China, and antimicrobial resistance
[content_seed_blocks]
The new face of fixed income
Fixed income's role in a fast-changing world
Even amid recent market volatility, fixed income…
Insights you might have missed this week
CMOs and genAI, friendshoring, and Trump trade
Explore some of the highest quality insight…