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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Global Fixed Income Strategy - September 2025 (Invesco)
Federal Reserve Chair Jay Powell’s Jackson Hole speech in August opened the door to potential rate cuts at the Fed…
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Weekly Markets Monitor: Fedward Scissorhands (World Gold Council)
Last week saw a blend of inflation trends and political challenges. In the U.S., mixed inflation data, cooling…
Demographics, Elderly Housing and Investment Opportunities (UBS AM)
High-income countries are undergoing a historic demographic transformation as the 65+ age group rapidly expands,…
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