Long-Term Asset Allocation – A Resilient World (BNP Paribas AM)
For all the shocks following the inauguration of Donald Trump as U.S. president, the word most often used when…
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Dedollarization: Causes, Constraints, and Consequences (AIER)
This paper traces the historical ascent of the dollar, explains the institutional foundations of its current…
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60 Days of War: Market Dislocations & Global Repricing (MUFG)
MUFG provides a detailed review of global market repricing and dislocations over the last 60 days.
Shifting Forces behind RMB Internationalization (BIS)
This paper explores factors driving the internationalization of Renminbi (RMB) trading, using data from the 2025…
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CIO reading list: May 2025
May has continued to be an interesting and eventful month for investors...