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Latest Stories

The summer has brought more clarity on the specifics of trade and fiscal policy under President Donald Trump. Now investors must weigh the implications for inflation, the economy, and monetary policy

Sep 16 2025

Global conditions are ripe for a shift in corporate earnings, says MFS’ Robert Almeida, with consequences for relative performances in diverging equity markets

Aug 29 2025


Colossal Tech spending may not merely be a factor but instead the factor in forecasting the US economy

Aug 28 2025

A lot is happening in e-currencies and stablecoins. Justin Thomson, Head of the T. Rowe Price Investment Institute, offers some insights and perspectives

Aug 22 2025


Previous Stories

Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 2025

AI and clean energy investing are starting a new, exciting time that feels like the ‘Roaring Twenties 2.0’. A guide about smart ways to invest, how the market can change, and good options for the future


Q2 Global Credit Strong, US Yield Curve Steeper

Aug 07 2025

Quarterly market review from Ninety One’s Developed Market Credit team


The AI Productivity Boom No One Is Talking About

Jul 31 2025

The AI productivity revolution is already underway, but investors who focus on capturing the investment potential solely through tech companies and infrastructure providers may miss the bigger opportunity.


Healthcare’s Challenge: Antimicrobial Resistance

Jul 23 2025

Surging Antimicrobial resistance is expected to cost US$3bn to US$4bn over the next decade and lower GDP of low-and middle-income countries, Federated Hermes warns


Investing In AI & Growth; A Personal Experience

Jul 07 2025

A personal experience about picking winners in today’s emerging megatrends


Managing Risks, Finding Opportunities In Fixed Income

Jun 30 2025

MFS Investment Management’s Pilar Gomez-Bravo believes heightened uncertainty and volatility are opening up opportunities in fixed income markets


China: Uncovering Opportunities Amid Tariff Truce

Jun 30 2025

Wenli Zheng, Portfolio Manager at T. Rowe Price sees undervalued investment opportunities in China with significant potential for investors


Crude Oil: Nothing Good Happens Below US$65

Jun 05 2025

Are crude oil bulls set to be disappointed?


The Answer Is ‘No’

Jun 05 2025

The question: Has Moody’s downgrade of the US credit rating impacted money market funds?


Moody’s Sends Investors A Reminder

May 26 2025

2025 could mark the beginning of a new regime where fundamentals drive market performance, not policymakers, argues MFS strategist Robert M. Almeida



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