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Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...
We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...
Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...
Exploring how Total Portfolio Approach (TPA) could be an effective solution to build inflation resilience.
Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...
The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...
In a world of structural inflation and shifting global investment, infrastructure is evolving into a critical source of stable, long term, asset backed returns.
Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this imaginary beast is a metaphor for the continued US g...
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
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