Revisiting Central Bank Credibility (PGIM)
Emerging markets have faced a succession of inflationary pressures over the past three years, including trade wars…
SWFs and Central Banks
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Gold Demand Trends: Q1 2026 (World Gold Council)
Gold demand saw a modest y/y increase in Q1 to 1,231t, while value surged to a record US$193bn. Bar and coin…
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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.
Portfolio Update May 2026 (Future Fund Australia)
The Board of Guardians today released its portfolio update as at 31 March 2026. 10-year return of 8.6% p.a.…
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