The Next Chapter for U.S. Corporate Pension Plans (KKR)
U.S. corporate pension plans have entered a new era—one defined by stronger funding, shorter liabilities, and a…
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Powerful Tailwinds Drive European Growth (Franklin Templeton)
Brandywine Global: Despite the significant threat of tariffs, Europe has shown surprising economic resilience.…
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Emerging Markets Fixed Income (UBS AM)
Over the last decade, emerging market (EM) hard-currency and local currency debt have grown significantly. UBS AM…
Monthly Market Viewpoint – U.S. GDP, Inflation, and Valuations (BNP Paribas AM)
Expectations prior to the U.S. election for a soft landing by the economy in 2025 are being met, or at least the…
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