Emerging Markets: The Map Is Not the Terrain (Orbis Investments)
This white paper argues that the map is now outdated. Valuations, fundamentals, policy regimes, currency dynamics…
Currency Markets Outlook
Lead Content
The Credit Market Lens: A Market Split, but for How Long? (PIMCO)
Amid geopolitical uncertainty, dispersion across credit markets – rather than a broad risk-off move – has become…
Latest posts
What Iran Means for the Dollar: A Perfect Storm for the Petrodollar (Deutsche Bank Research Institute)
The Middle East is strategically very important to the dollar’s role as the world’s reserve currency. The Iran…
U.S. Dollar as Global Reserve Currency: USD Share Drops to 31-Year Low (Wolf Street)
Foreign central banks have not been dumping U.S.-dollar-denominated assets. But they’ve been loading up on assets…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Understanding the global surge in gold demand: Why 2025 could mark a new era for gold as a strategic asset
Gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-…
Insights you might have missed last week
Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…
Insights you might have missed last week
Explore some of the highest quality insight collected from top asset managers and institutions that…