Signal Edition 1: Decoding Signals from Private Markets
For decades, markets have relied on indicators and benchmarks to assess value. At Savvy Investor, we’ve learned…
Debt and Credit Outlook
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Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
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Europe’s Summer of Disillusionment (ING)
Europe’s core weakness has been laid bare this summer: it’s not the analysis or awareness that’s lacking, but the…
In the Gaps: Alternative Credit Newsletter Summer 2025 (Ares)
We think the risk of generalization errors is reaching peak levels in many parts of consumer credit today. And no…
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Which should investors listen to: Fixed income or equities markets?
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Top Papers: Thought-provoking insights from August
Markets have remained relatively calm in August...
Insights you might have missed last week
ETF megatrends, European debt, Japan senior livingBelow, you'll find a selection of the highest…