Warsh the Reformer: A New Era for the Fed (Principal Asset Management)
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
SWFs and Central Banks
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A Return to Monetarism? (Hudson Bay Capital Management)
Due to the instability of money demand, monetary policy implementation in the United States has held a smaller and…
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Reserves and the Buyer of Last Resort (Becker Friedman Institute)
The authors examine the role of central bank reserves and public liquidity when secondary markets may freeze.
Report on the Management of the Government's Portfolio 2025/26 (GIC)
Singapore’s GIC published its Report on the Management of the Government’s Portfolio for 2025/26 on 24 July. The…
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Institutional allocators retain focus on long-term goals
Explore the latest takes on large, global allocators...