Still A Once-in-a-Generation Opportunity

Published on July 15, 2025

We continue to believe we are seeing a rare opportunity in EM local debt, and our conviction has been strengthened by the Trump administration’s trade and economic policies, which suggest continued dollar weakness and relative strength for EM local currencies.

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US Departments of Labor, Education implement workforce development partnership

July 15, 2025
WASHINGTON – Today, the U.S. departments of Labor and Education announced the implementation of a workforce development partnership to create an integrated federal education and workforce system. The Labor Department will take on a greater role in administering the adult education and family literacy programs funded under Title II of the Workforce Innovation and Opportunity Act and career and tech

Diversification is SO Back

July 15, 2025
The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.