Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
Debt and Credit Outlook
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Macro Insights Q1 2025: Short-Term Volatility vs. Long-Term Impact (Fisher Investments)
The global economic expansion and equity bull market are expected to continue in 2025. While the U.S. presidential…
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March 2025 Debt Limit Analysis (Bipartisan Policy Center)
BPC currently projects that the X Date will most likely fall between mid-July and early October.
Asia Bond Monitor March 2025 (ADBI)
This edition considers recent developments in financial conditions, local currency bond markets, and sustainable…
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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…
CIO reading list: March 2025
From geopolitics to Warren Buffett's latest letter
A quick scroll through the Wall Street…