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How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the April US Federal Reserve (Fed) meeting, what the split votes and dissents mean for decision...
How are we thinking about the capital markets? Learn more.
A summary of factors driving markets over the last month, covering the global economy as well as major assets classes, complete with Guide slides.
This month’s chart highlights the remarkable resilience of China’s exports, which continued to provide solid support to GDP growth in 2025, and appear poised to do so again in 2026.
As expected, the Monetary Policy Committee (MPC) of the Bank of England (BoE) voted to hold bank rate at 3.75%. There was one dissent, with chief economist Huw Pill voting for a rate rise.
No one really expected the US Federal Reserve to move rates this week and the bank kept its target range at 3.5% – 3.75%. The main focus was on any debate within the committee and the scale of any...
The BOJ left the door open to a June rate hike, though Governor Ueda not reinforce such expectations. Given the lack of clear guidance over future rate tightening, the BOJ appears to have left the...
The Fed held rates amid record dissent, signalling a shift away from an easing bias toward a higher for longer stance. As Powell prepares to pass the baton to the next Chair, his focus on credibili...
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