Veronika Hirsch, Portfolio Manager, Arrow Capital Management, talks about the kinds of U.S. companies she likes for her portfolios in the current climate of increased volatility and uncertainty.
US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for the economy, the US Federal Reserve and investors going forward.
For decades, managed futures have been a cornerstone of institutional portfoliosâquietly delivering uncorrelated returns and cushioning market shocks.…
by Brian Resnick, CFA, Director and Senior Investment StrategistâAlternatives, AllianceBernstein How should investors think about integrating private credit…