Markets Outlook

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Focus on Carry and Selection Opportunities (MacKay Shields)

Despite the favorable macroeconomic backdrop, stretched valuations across many fixed income sectors warrant…

Investment Outlook 2025 – Opportunities in a Volatile World (BNP Paribas AM)

The widespread expectation of the global economy heading for a soft landing will be put to the test amid major…

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Profitability Matters in Canadian Small Caps (S&P Dow Jones Indices)

As the S…

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…

HIGHLY RATED

TOP RECENT POSTS

Global Asset Allocation 2025 Outlook (Invesco)

Unmasking American Exceptionalism (M&G Investments)

Time for Bond Investors to Take the Wheel? (Wellington Management)

Energy Transition: Opportunities from the Race to Net Zero (Capital Group)

ETF Industry Trends: Let the Rate Cuts Begin (Vanguard)

U.S. Election Outcome and Emerging Markets (Franklin Templeton)

Bond Yields in Trump 2.0 (Amundi)

Talking Heads – Unpicking the Results of the US Election (BNP Paribas AM)

Profitability Matters in Canadian Small Caps (S&P Dow Jones Indices)

Transition Indicators in Action: Energy Infrastructure Credit (Nuveen)

Climbing the Wall of Worries (Northern Trust Asset Management)

Election Economics (MetLife IM)

The Economic Consequences of Populism: The Great Depression Reconsidered (AIER)

Forecasting Global Oil Demand: Application of Machine Learning Techniques (OIES)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

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Savvy Investor

Commodities and geopolitics

This year has been an important one for commodities as they are...

Savvy Investor

Emerging Markets: A new path

Explore the latest views on emerging markets...

Savvy Investor

Members' Choice: Thought Leader of the Year

Your Investment Content Club Members' Choice: Thought Leader of the Year finalists are: View the…