Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...
Credit Suisse (CS) has been an under-performing bank for years, if not decades. So, it should be no surprise that it faltered after US...
Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
From Sriram Reddy, Managing Director - Credit, Man GLG Introduction We have been speaking about the end of the credit cycle for some time, but the...
Key takeaways: Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
By Gareth Abley, Co-head of Alternative Strategies, MLC Asset Management A perennial challenge for most investors is that the vast majority of the risk in...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price There’s no perfect historical analogy for the current environment. Fiscal and monetary...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited Emerging Markets government bonds performed very well year to date and the outlook for the...

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