Fixed Income Fourth Quarter 2025 Outlook (PGIM)
Across most developed markets, conditions keep pointing to one outcome: a “Muddle Through” scenario characterized…
Debt and Credit Outlook
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Strategic Allocation: EM Investment Grade Hard Currency Debt (UBS AM)
Historically, emerging market debt was held by overseas investors. However, in regions such as the Middle East and…
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Fed Rate Cutting Cycle Implications for Direct Lending Returns (Antares)
For direct lending investors, lower SOFR means lower yields, but it also means potentially healthier borrowers,…
Gold Reset and Independence Day 2026 | Dr. Judy Shelton (Miles Franklin Media)
Dr. Judy Shelton discusses a potential turning point for the U.S. dollar coming July 4, 2026 – the nation’s 250th…
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