Global equities were little changed on the week, though the S&P 500 reached a record high Thursday.
Mature companies, like Rexford, may offer overlooked investment potential as market sentiment shifts towards stability and income.
Measures of US unemployment are delivering mixed messages; could this divergence signal a potential economic slowdown?
Find the August 2025 investment outlook from CIO and Portfolio Manager of the Pacific (PAM) Multi-Asset Team, Will Bartleet.
Infrastructure investment gains momentum in Q3 2025, driven by energy, transport, and a stabilising economic and policy landscape.
Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
What AI-driven earnings, potential rate cuts, tight credit spreads, and mergers and acquisitions activity may mean for bond portfolio positioning.
Explore the growing private credit asset class that provides non-bank financing—and why it may be a compelling source of diversification for today’s investors
Citi Institute recently sat down with Erik Arveschoug, Global Head of Technology, Media, and Telecommunications (TMT), Corporate Bank, at Citi, to take the pulse of the rapidly evolving TMT sector....
In July the fund gained 6.3% as markets continued to rally from their April lows. Performance has been broad-based but led by Taiwan, which was driven by the ever-increasing capex for AI, combined...
Our macro scenarios reflect our view that a hard landing for the U.S. economy looks increasingly likely, although a soft landing is still possible. Inflation forecasts and other key factors underpi...
The July 2025 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version detail...
Our latest capital market assumptions (CMAs) include India rupee-denominated CMAs to capture the long-term opportunity we see unfolding in India. Our CMAs also reflect the rise in global bond yield...
Although navigating by the stars can seem brave and adventurous, we would not recommend it on financial markets. Better be equipped with a solid compass!
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