The U.S. government shutdown is entering its third week, raising concerns about economic momentum and market volatility.

Lauren Goodwin and Julia Hermann examine four key turning points shaping capital allocation across private markets. They explore how macroeconomic shifts and long-term megatrends such as evolving rate environments and structural growth themes are influencing investor positioning and opportunity sets in 2025.

"The top two customers of Nvidia generate around 40% of the revenue and the next four customers generate another 40% of revenue". As Barrie highlights, the AI capex and revenue attribution numbers are stark.

When public data goes dark, alternative indicators step into the spotlight. Here’s how strategists and economists are navigating economic blind spots created by the U.S. government shutdown.

In this timely conversation, market legend Robert Prechter joins Dr. Richard Smith for an in-depth discussion on gold, silver, stocks, and cryptocurrencies through the lens of Elliott Wave theory. Prechter reviews decades of gold market history and explains why sentiment and crowd psychology, not central bank policy,…

Businesses are spending hundreds of billions of dollars on AI for the workplace. But getting employees to use the tools to their full potential is a huge task. How will companies make sure they see a return on investment?

There’s a transformation underway in credit markets: from bank syndication to hybrid structures led by asset managers. Discover how duration risk, asset-liability mismatches, and demand for yield are creating high-quality credit opportunities and what it means for portfolio construction.

MacKay’s Global Fixed Income team discuss how active, diversified management can unlock value amid policy shifts, inflation pressures, and tight credit spreads. Key insights: elevated yields create rare opportunities across investment-grade corporates, securitized products, and high yield — where disciplined research and…

The software sector is undergoing a profound transformation. In the latest episode of MFS's All Angles podcast, Technology Sector Team Leader and Software Analyst Matthew Doherty breaks down the forces reshaping the industry and what investors should prioritize in this fast-evolving landscape.

The U.S. government shutdown stalls public economic data. State Street's experts unpack inflation, labor and market trends shaped by alternative information sources.

The global race for technological superiority—particularly around AI and critical semiconductors—is pushing both private capital and government support into ramping up domestic production. Understanding how the manufacturing outlook is evolving will be crucial as investors sort out potential winning and losing regions and…

Listen to Private Debt Investor's latest podcast above, where Nuveen's Laura Parrott, Randy Schwimmer and Michael Massarano discuss the opportunities they're seeing in the middle market direct lending and investment grade private credit space, what high levels of M&A activity mean for managers today, and…

U.S. stocks dropped by more than 2% on 10 October after President Trump threatened to impose an additional 100% tariff on Chinese exports to the U.S. and more export controls on critical software.

What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of U.S. equities, and the solid fundamentals of the American economy? Should they go along for the ride or look for growth and good value elsewhere? Can falling interest rates tempt investors over the threshold?

In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, discuss the current state of the gold market.

Dr. Judy Shelton discusses a potential turning point for the U.S. dollar coming July 4, 2026 – the nation’s 250th anniversary. Dr. Shelton reveals that her idea is gaining traction in Washington – a gold-linked U.S. Treasury bond that could redefine America’s monetary system.

Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its relationship to politics and Steve’s time and stories as the head of the Wall Street Journal bureau of Russia during the 1990s Yeltsin era.

Are President Trump’s policies stirring a ‘high-pressure economy’ of growth and inflation? Gold’s gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI’s trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of Robeco's upbeat…

Martin Armstrong is an internationally recognized economist, former hedge fund manager, the founder of AE Global Solutions Inc, Socrates, and Armstrong Economics. He talks the backwardation in silver, rise in gold, why bitcoin is not a safe haven, capital controls in Europe, escalation of war with Russia, Middle East, and…

Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded funds. Highlights include a strong run for European equity ETFs, fresh interest in U.S. funds and a pick-up for emerging markets.