Navigating Market Divergence: Evidence from Long-Term Investors (State Street)
State Street and IFSWF have released new research revealing how institutional investors and sovereign wealth funds…
SWFs and Central Banks
Lead Content
Taking the Pulse of Sovereign Investors: Geopolitics, China, and Fixed Income (Invesco)
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging…
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Challenges to Fed Independence (PIMCO)
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be…
Bank of Japan’s QT Accelerates, 2 Years behind the Fed & ECB (Wolf Street)
BOJ Quantitative Tightening: -¥18 trillion (-$120 billion) in March, -¥27 trillion YoY, to ¥729 trillion total…
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Top Papers: The best insights from April
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Year in review: Part II
We continue our four-part series of look back at some of the content pieces that stood out in 2024…