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Strong earnings and ongoing benign credit conditions on the one hand, and the accelerated adjustment in sovereign long-term yields and heightened signals of inflation propagation on the other, are...
The third quarter of 2026 reinforced a theme that has come to define the year; the U.S. economy continues to...
By Steven Novakovic, Managing Director of Educational Programs, CAIA Association Allocating capital is all about optimization. In theory, we can optimize in an unconstrained world, but in practice we…
CFA Institute Research and Policy Center is a global research body within CFA Institute that brings together cross-disciplinary expertise to address complex challenges in the investment industry. I...
Securitisation offers insurers diversification, varied collateral pools and attractive spreads, yet remains…
The Bloomberg (BBG) Investment Grade (IG) Corporate Index generated a negative total return of 3.94 percent, as interest rates rose sharply in the third quarter of 2026 (3Q26). IG spreads widened 6...
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?
The third quarter brought further gains in equity markets, supported by accelerating investment in AI and resilient US growth. Valuations also became more reasonable as corporate earnings grew fast...
prediction markets for institutions, election prediction markets, institutional election hedging, prediction markets 2026 midterms, election-driven investment risk, institutional prediction market...
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