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#1 archived pick
Invesco
May 29, 2026
39 sec read
Emerging opportunities in real estate credit are drawing attention as investors look for ways to diversify beyond traditional property equity.
Real estate credit has shown almost no correlation to real estate equity, which may help reduce portfolio volatility while still providing exposure...
#2 archived pick
Federated Hermes
May 29, 2026
32 sec read
Kevin Warsh’s early credibility as Fed chair will hinge on whether markets see him as independent from President Trump.
The June FOMC meeting is likely to leave rates unchanged, with rising inflation, geopolitical uncertainty and internal dissent making an immediate cut unlikely....
#3 archived pick
Federated Hermes
May 29, 2026
32 sec read
US equities are pushing to new highs as investors look past the Iran conflict and focus on stronger-than-expected earnings, resilient consumer spending, and a firm labor market.
Inflation has picked up with energy prices, which has lifted Treasury yields and kept the...
#4 archived pick
Alliance Bernstein
May 29, 2026
31 sec read
AI is creating real opportunity, but it is also introducing new legal, reputational and operational risks for companies and their investors.
The biggest challenge is that regulation is moving unevenly across regions, with the EU, US, UK and China taking very different...
#5 archived pick
J.P. Morgan
May 28, 2026
27 sec read
The retirement market is no longer a clean break from pensions to pure self-directed savings.
Many near-retirees still have some defined benefit exposure, but they often must combine it with defined contribution assets to create reliable income.