Global Risks 2025 Midyear Update (Metlife IM)
Metlife IM expects global economic risks from U.S. policy changes to remain high, as it expects little domestic…
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Long Term Capital Market Expectations: July 2025 (MFS)
The July 2025 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at…
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Politics & Policy: Tariffs, Tax Cuts, Fiscal Expansion & Innovation (MUFG)
In a departure from prior years where the private sector and business cycle have mattered more, politics and…
Germany’s Spending Gamble (FT)
For decades Germany was allergic to debt. But new chancellor Friedrich Merz has - unexpectedly - loosened the…
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Top Papers: Thought-provoking insights from July
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Fixed income markets are staging a comeback
The global fixed income opportunity set is richer than it has been in a long time...