Fixed Income Allocations for 2025 and Beyond (Mawer IM)
Credit valuations appear elevated, global debt levels are high and rising quickly, and persistent fiscal…
Investment Process
Lead Content
Global Fixed Income Strategy: March 2025 (Invesco)
Invesco has downgraded their 2025 U.S. growth forecast, but are not predicting a recession.
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Post-Award Performance of Superstar Mutual Fund Managers (Fudan University)
We study the impact of superstar halos on mutual fund performance, focusing on the Golden Bull Award in China's…
CAPE-5: A Different Measure of Valuation (RIA Advisors)
Smoothing earnings volatility is necessary to understand the underlying trend of valuations better. Therefore, to…
Global Financial Stability Report Apr 2025: Enhancing Resilience (IMF)
Global financial stability risks have increased significantly. This assessment is supported by three key forward-…
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