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Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities...
Robeco monthly outlook: The Fed vs Trump
In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commo...
As investors increasingly seek to diversify away from the US, demand for European credit is surging. Grégoire Mivelaz, Fund Manager at Atlanticomnium, who co-manages GAM’s Credit Opportunities stra...
In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus...
Global macro conditions remain constructive for risk assets, according to Franklin Templeton Investment Solutions. Get the team’s views across global assets in the latest “Allocation Views.”
Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and sh...
The Fed now appears to prioritise labour market stability over inflation risks, prompting us to reshape our investment strategy and overall asset allocation.
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