Narrow Markets Are the Exception, Not the Rule

Published on February 12, 2025

We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.

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Tariff Wars II: The Sequel Impacting Trade and Industry Sectors in Credit

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As the sequel unfolds, particular industry sectors in affected countries are likely to be more impacted. Global Head of Credit Research Mike Talaga, Head of EMEA Credit Research James Maxwell, and Client Portfolio Manager Celia Soares discuss the implications for credit investors.

Strong Jobs Report, But Tariffs Take Focus

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The employment report was uniformly strong except for one component: the average hours worked per week fell to the lowest level since the pandemic, which may be weather related.