Renowned for economic stagnation in recent decades and amid concerns over its demographics and public debt, Japan has been overlooked by global investors for many years. We believe this ignores maj...
The Iran war is likely to trigger a combination of higher inflation, lower growth, and larger fiscal deficits.
Extension strategies are seeing renewed interest due to the enhanced return potential they can offer—particularly in a highly concentrated market. However, these strategies can present unique chall...
Interest rate expectations have moved sharply higher as conditions around the Persian Gulf worsen.
Ongoing uncertainty in Iran could present opportunities for investors in non-US markets.
Sustained energy price increases could impact global inflation and GDP growth.
Prices will likely continue to rise as demand outstrips supply.
The Supreme Court decision invalidates just over half of US tariffs.
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