Macro Pulse: Choosing Action over Distraction (Global Market Strategy)
A changing global economic landscape is promoting capitalintensive investment across asset classes and geographies…
Markets Outlook
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2025 Private Markets Outlook: A New Dawn (Franklin Templeton)
Private markets continued to expand and diversify in 2024 with areas like private equity secondaries and private…
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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?
A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets (MFS)
Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They…
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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...
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…
Risk, Resilience, and Returns
Welcome to EQuilibrium 2025
Over the past five years, Nuveen’s EQuilibrium survey has…