Elections, Policy, and Portfolio Implications (Goldman Sachs AM)
Over the next 15 months, voters across the U.S., Europe, and several major emerging markets head to the polls amid…
Markets Outlook
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Credit Quarterly: New Terms (Oaktree)
Four years after the sea change in interest rates began, the tide hasn’t reversed. The rate hikes of 2022 weren’t…
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When a Gradualist Fed Collides with Hot Inflation (PGIM)
As investors look forward after last week’s AI jitters, interest-rate outperformance, and geopolitical…
When Competition Returns (MFS)
Internet 2.0 helped buffer against competition — is Internet 3.0 doing the opposite? What might that shift mean…
