Source intel on energy, metals, and raw materials markets – plus more
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.
Nuveen's latest Energy Infrastructure Credit outlook explores the powerful forces reshaping America's energy landscape and the com...
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Mid-Year Outlook 2026 explores uneven growth, rising inflation and geopolitical shocks, then outlines how investors can favour real rates, credit, gold...
A holistic approach may help navigate the diverse, dynamic world of fixed-income opportunities. Insurance investors face a broader opportunity set than ever across public and private credit—from c...
A fading energy shock drove developed market rates lower, even as US personal consumption expenditure (PCE) inflation surprised on the upside at 4.07% y/y, with artificial intelligence (AI)-related...
In this episode of Signals & Noise, we unpack the latest midyear updates to global economic forecasts, including a modest upgrade to global growth and a downward revision to inflation. Despite easi...
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