Active Fixed Income Q4 2025: Caught in the Crosswinds (Vanguard)
While tariffs will still have an effect, positive growth drivers should help the economy over the coming quarters.
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Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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China: Strategic Choices in a Changing Century (Amundi)
China and the U.S. have agreed on a one‑year pause in their trade war, signalling a willingness to manage risks.…
Thinking About Tariffs and Global Tail Risks (BNP Paribas AM)
Among the three biggest economies, the U.S., China and Europe, the U.S. seems the most significant source of…
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