Fixed Income Under the Spotlight: Rate Cuts Amidst Election Risks (MFS)
Co-CIO of Fixed Income Pilar Gomez-Bravo shares her thoughts on the US election and central bank easing and how…
Markets Outlook
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The Fed Pivots: Lower Rates, Higher Stakes (Fidelity Investments)
An analysis of previous rate-cutting cycles and macroeconomic conditions suggests a wide range of potential asset…
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An Investment Letter for True Long-Term Investors Q4 2024 (True North Institute)
This is True North Institute’s second quarterly newsletter. The primary aim of these letters is to quickly arm the…
Investor Sentiments and Performance of Selected ESG Indices in BRICS Markets during Bull and Bear Conditions (Investment Analysts Journal)
This study examines the performance of Environmental, Social, and Governance (ESG) funds in emerging markets,…
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CIO reading list: October 2024
This selection of insights provides CIOs from around the world with...