An excerpt from a Mawer podcast, 'Art of Boring' with Portfolio Manager, Brian Carney
Against the backdrop of geopolitical escalation, an energy shock and shifting...
By Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist at Nuveen.
Key takeaways:
Earnings have held up, bank results have surprised...
From Michael Goosay, An excerpt from Principal Asset Management’s 2Q 2026 Fixed Income Perspectives
The fixed income outlook is shaped primarily by geopolitical uncertainty— especially the...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM, and Guillermo Felices, PHD, Global Investment Strategist, PGIM Credit.
The war in Iran has...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
It’s a significant understatement to suggest it’s been a big couple of months in markets, with the conflict in Iran continuing to dominate headlines...
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally...
By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen.
Key takeaways:
-The second and third-order effects of the Strait of Hormuz crisis...
