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#1 archived pick
Neuberger Berman
Jun 22, 2026
23 sec read
The U.S.-Iran deal has eased immediate market fears, and the possibility of reopening the Strait of Hormuz is a welcome development for energy flows and broader sentiment.
Even so, this looks more like a temporary reprieve than a lasting resolution, so investors...
#2 archived pick
Neuberger Berman
Jun 19, 2026
23 sec read
Asset-based finance is a large and expanding corner of private credit, with a global market estimated at more than $20 trillion.
Its scale and diversity can make it an attractive source of income for investors seeking alternatives to traditional fixed income.
#3 archived pick
Franklin Templeton
Jun 18, 2026
34 sec read
Large central banks and sovereign wealth funds are taking a fresh look at emerging market debt as higher developed market yields, geopolitical risk, and reserve diversification needs reshape portfolio thinking.
The appeal is clear: EM debt can offer attractive income, currency upside,...
#4 archived pick
Franklin Templeton
Jun 18, 2026
37 sec read
The Fed held rates steady for a fourth straight meeting, but the message was more hawkish than expected.
Kevin Warsh stripped out much of the usual forward guidance and emphasized a renewed focus on price stability, while the new projections showed higher...
#5 archived pick
Franklin Templeton
Jun 18, 2026
34 sec read
Kevin Warsh’s first press conference as Fed chair signaled a clearly hawkish shift, with a strong emphasis on restoring inflation to the 2% target and less willingness to lean on “transitory” explanations.
His comments suggest the Fed may be moving away from...