Active Fixed Income Q4 2025: Caught in the Crosswinds (Vanguard)
While tariffs will still have an effect, positive growth drivers should help the economy over the coming quarters.
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Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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Are We in an AI Bubble? (Capital Group)
In the past few weeks, the writer of this article has been struck by the volume of media coverage focusing on…
U.S.- China Deal Provides Clarity, a December Fed Cut Looks Uncertain (Invesco)
Last week’s trade agreement reduces the risk of near-term escalation, a welcome development for markets seeking…
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