The AI supercycle (Special Report)
This Special Report, sponsored by Nuveen, explores how AI has become a multi-year investment supercycle creating…
Investment Process
Lead Content
Why private credit resilience persists (Special Report)
Private market debt tends to offer better risk adjusted returns and spreads than bonds that trade in public…
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Europe's Insufficient Allocation to Equities (VoxEU)
Europe’s primary problem is the insufficient development of equity savings, with European capital markets that are…
The Digital Money Supply (VoxEU)
Nine-tenths of the money in daily circulation has been created by commercial banks. In this week’s episode Tim…
The Co-Pricing Factor Zoo (Journal of Financial Economics)
The authors analyze 18 quadrillion models for the joint pricing of corporate bond and stock returns. Strikingly,…
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Retirement investing is evolving against a backdrop of market uncertainty, technological change,…