The End of the Strong Dollar Cycle (MFS)
The dollar appears to be under significant pressure, in MFS' view. Not only in the near term, but also in the…
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Emerging Market Debt: Local or Hard Currency? (Robeco)
High yields, shifting capital flows, and structural tailwinds are putting emerging market debt back on the agenda…
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Dollar Weakness Creates an Opportune Moment for Emerging Market Debt (MFS)
In this EMD perspectives piece, MFS explores emerging market debt opportunities driven by a weaker U.S. dollar,…
FX Talking: No Data, No Bears (ING)
Dollar positioning looks more balanced now, but we see this as a temporary dollar bounce before two further Fed…
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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…
CIO reading list: May 2025
May has continued to be an interesting and eventful month for investors...