Unsustainable Sovereign Debt in a Higher-Rate World (Fidelity Investments)
Historically, periods of high debt rarely resolve smoothly. The question for investors may not be whether debt…
Debt and Credit Outlook
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Fixed Income Perspectives Q4 2026 (Capital Group)
Quarterly macro and market insights from Capital Group’s fixed income team.
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The equity cushion: Why US debt hasn't shaken markets (FTSE Russell)
Explore how US equities, corporate earnings, and stock ownership may be helping absorb higher borrowing costs.
The Cost of Living Defined the Midterms. Now It Could Test the Fed (Man Group)
Markets may have shaken off the post-midterm AI rout, but a squeezed U.S. consumer could box in the Fed and come…
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Top investment content: October 2026
Explore insights into the forces shaping portfoliosIn this edition of our monthly "Top Investment…