As we focused last month’s update on our market views, and the world has not changed dramatically since then, we have taken the opportunity this time to examine the dollar’s role as a reserve currency. We also touch on the recent outperformance of private credit over private equity.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....
This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we...