Navigating Market Divergence: Evidence from Long-Term Investors (State Street)
State Street and IFSWF have released new research revealing how institutional investors and sovereign wealth funds…
SWFs and Central Banks
Lead Content
A Model of the Fed Put (NYU)
I propose an asset pricing model where the Fed reacts to depressed stock valuations with interest rate cuts, thus…
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Challenges to Fed Independence (PIMCO)
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be…
Taking the Pulse of Sovereign Investors: Geopolitics, China, and Fixed Income (Invesco)
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging…
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We continue our four-part series of look back at some of the content pieces that stood out in 2024…