Unsustainable Sovereign Debt in a Higher-Rate World (Fidelity Investments)
Historically, periods of high debt rarely resolve smoothly. The question for investors may not be whether debt…
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Campaign Spending: The Hidden Boost behind U.S. Consumer Resilience (PIMCO)
Record midterm campaign spending along with tax refunds bolstered U.S. consumption in 2026, but will have little…
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With Echoes of 1974, a Decisive Victory for the Democratic Party (PIMCO)
The 2026 U.S. midterm election resembles previous blue waves, and its legacy may be a new era of oversight,…
What the Democratic Sweep Means for Markets (Amundi)
Congress will have greater oversight of foreign policy, funding and appointments, while President Trump retains…
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AI restrictions, spending, political gridlockExplore this selection of high-quality insights that…
Top investment content: October 2026
Explore insights into the forces shaping portfoliosIn this edition of our monthly "Top Investment…
