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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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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Talking Heads – Unpicking the Results of the US Election (BNP Paribas AM)
What are the implications of Donald Trump re-entering the White House with his Republican party in control of both…
Video: Fed Cuts Rates, But Holds Back on Election Comments (Northern Trust Asset Management)
With a rate cut in place, Fed Chair Jay Powell chose to sidestep election topics, keeping attention on monetary…
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Outlooks: Q4 2024 and 2025
The final quarter of 2024 is bound to be an interesting one for asset allocators...