Geopolitics has been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in the Middle East escalate, it could lead to a sharp rise in oil prices, with negative consequences for inflation, economic growth, and risk assets.

Will AI continue to drive the tech sector?

In a short video, Kevin Khang, Vanguard Senior International Economist, gives a midyear economic and market update.

A discussion with Polen Capital's portfolio managers on shifting global dynamics that have the potential to create compelling long-term investment opportunities beyond U.S. borders.

Fidelity's leaders discuss the latest developments in the U.S. public policy space and what they may mean for the financial markets—in 30 minutes or less.

This episode of Fixed on ESG unravels the perils of fast fashion, environmental footprint, transparency challenges, and opportunities for innovation.

Underperformance of U.S. Treasuries and the dollar during recent market turmoil begs the question of whether the safe haven status of the United States, long taken for granted, will be as easily conferred in future times of trouble.

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?

The oil price has taken center stage again, while investors still struggle with the question whether the U.S. dollar will continue to weaken. Washington’s big spending bill keeps the U.S. deficit decisively dicey and Europe ramps up defense spending. Tune in!

Europe has realised over the past two to three years the great need that it has to become independent from an energy point of view.

Using behavioral analysis and cycle-based modeling, Ron examines the S&P 500’s key psychological levels, global asset rotation trends, and the outlook for oil.

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the fixed income instruments as a way to help fight climate change. Green bonds have also become a good indicator of a company’s behaviour as they encourage issuers to report on their carbon footprint…

Marc Seidner, PIMCO's CIO Non-Traditional Strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.

PGIM Fixed Income’s Chief U.S. Economist, Tom Porcelli, shares two key takeaways from the Federal Reserve’s June monetary policy meeting—having a patient stance as tariffs flow through the economy and the Fed's expectations for policy—and highlights his concerns about the labor market.

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more.

Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.

How do global investors use the S&P 500 to better understand the performance and potential opportunity set in U.S. equity markets? S&P DJI’s Tim Edwards joins GCMA’s Michael Grifferty for a closer look at the role of the S&P 500 ecosystem in the global economy and how market participants are using the index icon…

Robin Tsui, Gold Strategist for State Street Global Advisors in Asia Pacific, joins the Street Signals podcast this week to analyze market developments behind the surge in demand for gold over the past three years.

In this episode of Clipping Coupons, Head of Securitized, Dmitri Rabin, explains why indicators may be overstating the health of U.S. consumers and the economy.

The merging of public and private credit markets is transforming capital allocation in unprecedented ways, creating new investment choices and expanding private credit’s reach to new investors.