BNY Mellon
From Local Debt to Global Capital: The Growing Role of GDNs in Expanding Investor Access
BNY examines how Global Depositary Notes are helping connect locally issued debt with international investors by reducing cross-border custody and settlement barriers.
Global borrowing reached a record $27 trillion in 2025 and is forecast to ri...
2026-09-25
2026-09-24
State Street Investment Management
5% interest rates: When earnings outrun the discount rate
State Street Investment Management’s Chris Carpentier examines why US equities have remained resilient even as 10-year Treasury yields approach 5%.
Higher real yields have compressed the S&P 500 forward P/E from roughly 23x to about 1...
2026-09-24
Janus Henderson
Navigating the climate and biodiversity frontier: The science reshaping markets, risk, and opportunity
Janus Henderson’s Michelle Dunstan and Hamish Chamberlayne examine how climate science and biodiversity loss are increasingly shaping valuation, risk assessment and long-term investment opportunities.
Climate and nature risks are non-line...
2026-09-23
Janus Henderson
Could 5% Treasury yields create demand rather than destroy it?
5% Treasury Yields Could Attract Rather Than Crowd Out Demand
Janus Henderson portfolio manager James Briggs examines whether higher US Treasury yields and heavy corporate issuance are creating a crowding-out problem in fixed income.
Treasur...
2026-09-23
State Street Investment Management
AI is becoming a credit-cycle story, not just a technology story
AI Is Becoming a Credit Cycle, Not Just a Technology Theme
State Street Investment Management’s Global Credit Research team examines how AI’s infrastructure buildout is reshaping financing, credit supply and issuer fundamentals across...
2026-09-22
Amundi Asset Managers
The Fed raises policy rates
Fed Hike Signals a More Restrictive Global Rate Environment
Amundi Investment Institute, led by Monica Defend, reviews the Federal Reserve’s September rate hike alongside shifting monetary policy in Japan and the UK.
The Fed raised rat...
2026-09-22
Invesco
Invesco Solutions and Custom Strategies - Tactical asset allocation
Resilient Growth Supports a Defensive Equity Tilt
Invesco Solutions and Custom Strategies assesses a global economy still growing above trend, but with slowing risk appetite and elevated geopolitical, inflation and policy uncertainty.
AI-dri...
2026-09-21
Capital Group
Fed rate hike: 3 views on what's next
Fed Rate Hike Marks a Return Toward More Normal Monetary Policy
Capital Group’s Hilda Applbaum, Pramod Atluri and Darrell Spence assess the implications of the Federal Reserve’s first rate hike since 2023 for the U.S. economy, equities...
2026-09-21
AllianceBernstein
Why Higher US Bond Yields Will Likely Stick Around
Higher US Bond Yields May Prove More Persistent Than Expected
AllianceBernstein’s Eric Winograd examines the forces keeping US Treasury yields elevated despite the Federal Reserve’s latest rate hike.
Stronger growth expectations,...
2026-09-16
Schroders
Where do active ETFs fit in portfolios? Four roles investors value most
Active ETFs Gain Ground as Flexible Portfolio Building Blocks
Schroders’ Tom Stephens examines how investors are using active ETFs to address specific portfolio needs rather than treating them as a separate asset class.
49% of surveyed...
