Software markets have experienced heightened volatility in recent weeks as rapid advances in generative AI have forced investors to reassess the durability of long-standing SaaS business models.
The latest US employment data suggest a tenuous job market.
Assessing a bond portfolio’s value requires understanding how skill, costs and the effective use of active risk combine to generate long‑term outperformance.
Michael Bradshaw, senior portfolio manager and head of Precious Metals for Allspring, has deep experience in precious metals—starting in the gold mines of northern Ontario. That adds a real advanta...
EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.
The Reserve Bank of Australia (RBA) raised interest rates by 0.25% to 3.85% on 3 February 2026, becoming the first major developed central bank to break from the global trend of rate cuts. The RBA...
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
We discuss what lies ahead for European real estate.
Japan is undertaking its most significant economic and corporate transformation in a generation. The likely earnings tailwind from economic normalization combined with shareholder return enhancemen...
The UK’s gross domestic product (GDP) in the fourth quarter was weaker than expected, up 0.1% quarter-on-quarter (consensus: 0.2% quarter-on-quarter).
Improving fundys, metals among reasons for EM optimism David Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by favorable macro, valuation, and structural tailwi...
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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