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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...
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...
For years, investors have questioned whether the traditional 60/40 portfolio still has a place in modern markets. Recent market moves suggest those doubts may be premature. As inflation pressures e...
Please join Ralf Preusser in conversation with Mark Cabana and Adarsh Sinha to discuss the outlook for G10 rates and FX. We will discuss implications of the new Fed call, updated rates and FX forec...
Global growth steadies as inflation risks persist, with AI-driven demand, geopolitics, and policy uncertainty shaping outlooks across major economies and markets.
Key Takeaways Private equity portfolios built around large buyouts and co-investments may need rebalancing in an environment that increasingly rewards smaller companies with greater potential to g...
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...
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