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Professional Investors
Warsh delivers a boost to Fed's credibility
Warsh boosts Fed's credibility
Chair Warsh's clear hawkish message that inflation has been too high for too long helped restore confidence...
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Professional Investors
China revisited
Is China’s economic momentum returning?
Explores China’s renewed momentum, from resilient exports and domestic demand to innovation and energy...
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Professional Investors
LatAm elections: What investors should watc
Can Latin America’s bond appeal survive its political test?
High real yields have made Latin America an investor darling in global fixed income. After a year of...
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Professional Investors
Saudi oil supply at risk
What could a Saudi oil shock mean for markets?
Rising geopolitical tensions and renewed concerns over Saudi oil supply have triggered market volatility....
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Professional Investors
Value investing Q&A: Finding opportunity in uncertainty
Can uncertainty create value opportunities?
Ninety One's Value team explains how it hunts for mispricings in moments of rising uncertainty in markets....
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Professional Investors
Europe: better momentum but structural hurdles remain
Can Europe overcome its structural hurdles?
Although global growth expectations fell after the Iran conflict started, US growth expectations have...
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Professional Investors
CIO Daily Update 14/9
Why UBS still likes stocks despite the noise
Hotter inflation and rate-hike odds haven't shaken the house view on equities.
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Institutional Investors
US midterms: Limited change now, greater policy risks ahead
US midterms: Limited change, greater risks ahead
State Street assesses the implications of the US midterms for policy, markets and investors.
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Institutional Investors
The Impact of AI on the U.S. Labor Market
Research: AI is already cutting some pay packets in the US
New research finds wage compression, not job losses, is the first measurable effect of AI adoption.
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Professional Investors
Fixed Income Monthly - September 2026
The bond sell-off changes character
Fidelity explores how inflation, fiscal risk and growing debt supply are reshaping the fixed income outlook....
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Professional Investors
US midterms: why a divided Washington could suit markets
How could US midterm results help markets?
Markets can become more volatile ahead of the midterms, but increased certainty after the vote could...
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Professional Investors
The other half of the oil story: refined products, inflation, and real assets
Crude is only half the story
Crude oil may dominate the headlines, but refined products are driving sharper pressure on consumers...
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