Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Is the gap closing between US equity returns and the rest of the world���s?
Market sentiment towards the Chinese currency has shifted significantly
Is there still value in investing in alternatives?
The performance of the US dollar significantly diverged from relative rate spreads
How can core real assets help improve liability-aware portfolios?
What are the potential investment implications of factor based investing?