Article July's Late News Frenzy Leaves a Mark 7 August 2025 Markets digest tariff chaos, rate-hike uncertainty and a cooling labor market. Read our fixed income commentary for insights into inflation trends, Fed signals and Q2’s economic rebound. (7 min read) Read
Article Non-US Equity Markets in July: A Closer Look at Shifting Regional Dynamics 7 August 2025 Global markets showed a mixed picture in July. From Taiwan's tech-led strength to Europe's patchy performance and Latin America's headwinds, our commentary explores the shifting dynamics shaping non-US equities (3 min read) Read
Infographic Securitization in Focus — July 2025 8 August 2025 Explore the latest in securitized markets: July's infographic dives into CMBS delinquency trends, ABS issuance records and consumer credit shifts amid tighter lending. (3 min read) Read
Article Corporate Governance Reform in Japan Is Unlocking Value 29 July 2025 Discover how corporate governance reforms in Japan are transforming the investment landscape. Our case study on Mitsubishi Shokuhin reveals how structural change can unlock hidden value for long-term investors. (4 min read) Read