Markets Outlook

Lead Content

Could the Growth of Private Credit Pose a Risk to the System? (FRBB)

The meteoric rise of private credit presents important questions about the role of banks going forward and the…

Economic Surveys: Canada 2025 (OECD)

Canada's macroeconomic framework is robust, supported by strong public finances and a well-capitalised banking…

Latest posts

Sovereign Ratings, Default Risk and Markets: Moody's Aftermath! (Aswath Damodaran)

I thought I would take this moment to talk about sovereign default risk, how ratings agencies rate sovereigns, the…

Quarterly Metals Report Q2 2025 (Sucden Financial)

This report is covers analysis and forecasts for base metals, precious metals, iron ore and steel.

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TOP RECENT POSTS

Global Market Insights Webinar: Strategic Positioning in Uncertain Times (Fisher Investments)

Mid Year 2025 Outlook (JP Morgan Private Bank)

Bank Retrenchment Creates Attractive Opportunities for Credit Investors (PIMCO)

Why Value Investing Has Worked Better outside the U.S. (Morningstar Indexes)

Prof. Robert Shiller on U.S. Exceptionalism (DoubleLine)

Greater China ETF Investor Survey 2025 (Brown Brothers Harriman)

FX Monthly Report May 2025: Japan Focus (Sucden Financial)

Quarterly Metals Report Q2 2025 (Sucden Financial)

Sovereign Ratings, Default Risk and Markets: Moody's Aftermath! (Aswath Damodaran)

Emerging Market Macro Insights May 2025 (Invesco)

Weekly Market Update – Ready for a New Ride on the Tariff Rollercoaster? (BNP Paribas AM)

European Equities – Rising Stars (Robeco)

Diversify Your Portfolio with Asia-Pacific Equities (Robeco)

It’s Electric: Is There a Role for Lead and Zinc in the New Energy Economy? (UBS AM)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

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Savvy Investor

CIO reading list: May 2025

May has continued to be an interesting and eventful month for investors...

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Top Papers: The best insights from May

Bolster your portfolio with the right alternative investments...

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AI energy use, enterprise software, and European real estate Explore some of the highest quality…