FX dynamics shaped global government bond outcomes in 2025 (FTSE Russell)
FX movements were a major driver of global government bond returns in 2025, shaping hedged and unhedged outcomes…
Currency Markets Outlook
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FX Talking: Dollar Appetite Erodes (ING)
The full report on how rare optimism on global growth and an erosion of confidence in the dollar are driving FX.
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Economic Report Q1 2026 (SVB)
The SVB Asset Management Economic Report is a quarterly review and outlook on economic and market factors that…
What Will Falling U.S. Interest Rates Mean for My Portfolio? (Fidelity International)
The opening salvos of 2026 have cracked new fault lines in the global macroeconomic backdrop to financial markets…
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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-…
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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…