Are Bond Investors Ready for a U.S. Industrial Revolution? (Wellington Management)
Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US…
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The Dollar's Exorbitant Privilege (CFA Institute Research & Policy Center)
This report examines US public finance sustainability, future of the US dollar as reserve currency, risks from…
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2025 Outlook: This is Not a Landing (Robeco)
Instead of plunging into recession, the US economy seems to be moving from strength to strength in 2024, expanding…
2025 Investment Outlook: After the Landing (Invesco)
Invesco expects significant monetary policy easing to push global growth higher in 2025, fostering an attractive…
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Outlooks: Q4 2024 and 2025
The final quarter of 2024 is bound to be an interesting one for asset allocators...