Featured articles

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Can US exceptionalism persist without fiscal spending?

It’s no coincidence that US exceptionalism has coincided with the loosest fiscal policy in modern history. Malin Rosengren shares her thoughts.

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Malin Rosengren
Apr 17, 2025

What can be done to save ‘Broken Britain’?

Investing in the UK macro space is tough right now, and ‘Broken Britain’ will need a lot of work to become an attractive place to confidently invest.

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Neil Mehta
Apr 14, 2025

Navigating volatility in the wake of U.S. policy shocks

We discuss how the US administration is changing trade, defence, and other policies that have shaped the post-war era, and the impact on markets.

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Dan Chornous
May 06, 2025

Private credit opportunities in emerging markets

We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.

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Mihai Florian
May 07, 2025

5-D chess

Recent newsflow shows why the Fed can’t get pulled into a guessing game of the economy’s direction, based on survey indicators & policy announcements.

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Mark Dowding
May 16, 2025

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