The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
Debt and Credit Outlook
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Cracks under Securitized Debt Markets (Principal Asset Management)
Aggregate U.S. consumer spending still looks healthy, but that strength is increasingly misleading. Beneath the…
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CIO Views | Credit – Income over Compression (Deutsche Bank)
Carry is taking center stage again in 2026 as credit markets navigate elevated supply, tight valuations, and the…
What Will Falling U.S. Interest Rates Mean for My Portfolio? (Fidelity International)
The opening salvos of 2026 have cracked new fault lines in the global macroeconomic backdrop to financial markets…
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