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?
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.
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.
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?
Is the dollar’s recent stagnation a prelude to a lasting decline or just a pause before the next rally? State Street examines the forces shaping global FX markets, from Federal Reserve policy risks, to shifting rate dynamics across Japan, Europe and the United Kingdom.
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.
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.
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.
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.
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, are joined by Ken Rogoff, Professor of Economics at Harvard University and former Chief Economist of the IMF.
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 it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the U.S..
Mounting concern over the strength of the U.S. economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
A Bank for International Settlements study says over $60 trillion of off-the-books currency swaps could be a profound, systematic risk. Rob Johnson joins Paul Jay on theAnalysis.news.
George Noble's Twitter space is going viral in the global macro manager community. George is a former PM at Fidelity. He gathers some of the sharpest minds in the global macro community to dicuss market devlopments, dislocations, and strategy. The gilt discussion and UK pension funds starts at 40 mins. Ian Harnett (…
