Five Key Themes for the Second Half of the Year - Fixed Income (MFS)
So far, it has been a challenging year for global markets, mainly reflecting the elevated level of policy…
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S&P Atlas Thematics: The Compass for Evolving Markets (S&P Dow Jones Indices)
S&P Dow Jones Indices recently launched the S&P Atlas Thematic Indices, a new suite of indices…
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Q2 2025 Investment Grade Corporate Market Review & Outlook (MetLife IM)
Despite macro headwinds — elevated tariffs, geopolitical tensions and weaker economic data — credit spreads…
Kaleidoscope Series: Geoeconomic Fragmentation (Fidelity International)
We have entered a new era of fragmentation rather than cooperation, where nationalism and protectionism contribute…
Kaleidoscope Series: Equity Allocations and Fragmentation (Fidelity International)
Amid U.S.-centric equity positioning, diverging trends between regions are creating a more level playing field for…
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Insights you might have missed last week
Explore some of the highest quality insight collected from top asset managers and institutions that…
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Explore some of the highest quality insight collected from top asset managers and institutions that…