Fixed Income Allocations for 2025 and Beyond (Mawer IM)
Credit valuations appear elevated, global debt levels are high and rising quickly, and persistent fiscal…
Debt and Credit Outlook
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Seeking Stability (PIMCO)
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of…
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Uncommon Truths: What Could Prevent a Further Collapse in U.S. Stocks? (Invesco)
The VIX is at 45 which is often a good signal for U.S. stocks. However, it feels as though U.S. stocks and the…
A Shift in Emerging Markets Fixed Income Strategies (Vanguard)
Shifting economic factors have increased the appeal of sovereign debt over corporate in emerging markets.
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Monthly Chart Pack: 25 years of financial history - private debt edition
Looking back at events that shaped private debt
This month's chart pack takes a detailed look at…