Why are actively managed core bonds attractive today? PIMCO portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
Digital assets reached an inflection point in 2025. The road ahead in 2026 points to a deeper, more stable market underpinned by institutional discipline and further innovation on the products available to investors.
Digital assets reached an inflection point in 2025. The road ahead in 2026 points to a deeper, more stable market underpinned by institutional discipline and further innovation on the products available to investors.
Currency investing requires a resilient framework built on fair value, macro insight and long-term discipline. How do we navigate FX risk through market cycles, dislocations and the shifting role of the U.S. dollar?
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.
FSC Development Director Ron William explores whether the U.S. dollar is losing its dominance, noting its weakest first-half performance in over 50 years despite global risk events that usually boost it.
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.
This week, Street Signals takes to the road, traveling through four countries in the Middle East. Dale Haver, Global Head of FX Sales at State Street Markets, joins State Street for a quick but expansive chat on FX markets past and present.
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This week, Julia Hermann and Lauren Goodwin explore what’s behind the dollar’s recent decline, and how investors can navigate a more balanced currency landscape ahead.
