Source intel on energy, metals, and raw materials markets – plus more
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
Japan faces rising amplification risk as yen weakness and external shocks deepen terms-of-trade pressures. Inflation pass-through remains limited, but policy credibility and growth resilience may h...
Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in th...
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
War in Iran has upended economic and market expectations. Central bank messaging shifts, surging oil prices, and a threat of escalation has stoked uncertainty.
Nick Venditti, CFA, senior portfolio manager for the Municipal Fixed Income team, is not your average muni guy. Despite all the market noise, he’s a staunch believer in the power of municipal bonds...
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