Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
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Swap Spreads: Analysis, Challenges and Outlook (Amundi)
How can investors interpret the growing volatility of swap spreads and their structural distortions?
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Earners vs Owners (Scott Galloway)
It’s tax season in the U.S. Sixty-million-plus Americans’ taxes are so simple, the IRS could process them…
Privately Placed Debt on Life Insurers’ Balance Sheets: Part 2 (FRBC)
In this second part of our Chicago Fed Letter series on life insurers’ investments in private placements, we use…
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Complex fixed income markets offer plenty of rewards
In their 2025 fixed income outlook, Morgan Stanley wrote: "the fixed income landscape...
Risk, Resilience, and Returns
Welcome to EQuilibrium 2025
Over the past five years, Nuveen’s EQuilibrium survey has…
How will allocators thrive in 2025?
Explore these reports to find out more about what is next for....