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Markets and Economy
Emerging markets may offer more than meets the eye – selectivity matters
Apr 17, 2026
Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.
Markets and Economy
Biopharma and medtech activity in Q1 2026
Apr 16, 2026
Our Biopharma and Medtech Licensing and Venture Reports examine Q1 2026 venture funding, licensing, M&A and IPO activity.
23:52 - Markets and Economy
John Schwartz & Kirsten Rastrick
Discuss how evolving fixed income markets are driving new approaches to liquidity and efficiency
Markets and Economy
Private market secondaries are booming amid an IPO slowdown
Apr 13, 2026
Transaction volumes for private market secondaries have hit fresh highs. What’s driving their appeal, and will this trend continue?
Markets and Economy
A balancing act: The trade-off between debt and defense
Apr 10, 2026
As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.
Markets and Economy
The defensive playbook isn’t your average inflation roadmap
Apr 02, 2026
Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.
Markets and Economy
The global rates repricing: will central banks actually hike?
Mar 27, 2026
The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.
Markets and Economy
The pulse of Asia Pacific: Insights from J.P. Morgan’s APAC Macro Conference
Mar 23, 2026
From attractive EM valuations to a new commodities supercycle, discover the opportunities investors are focusing on in 2026 and beyond.
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