Late-Cycle Investing (PGIM)
How many times has the U.S. economy stood at the edge of recession in the last decade, only to pull back? More…
Debt and Credit Outlook
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The Early View: Under Pressure (Man Group)
Man Group expect that hedge fund strategies might need to brace for more volatility over the next quarter as bond…
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U.S. Midterm Elections: Fiscal Gridlock on the Horizon? (Amundi)
The authors believe the most likely outcome is a split Congress, with Democrats taking the House and Republicans…
Will Markets Remain Resilient with Yields above 5%? (Amundi)
AI, digital infrastructure, power generation, the energy transition, defence, strategic autonomy and public…
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CIO reading list: The U.S. Treasury, private markets, AI, and more
This month’s reading list spotlights...