Shutdowns, Africa unleashed, and fashionable philanthropy
Discover this collection of high-quality insights that you will have missed final week, from prime world asset managers and establishments.
How the U.S. Authorities Shutdown Hits the Strategist Desk (New York Life Investments)
The U.S. authorities shutdown is elevating issues about financial momentum and market volatility.
Africa Unleashed: Bridging Africa’s Infrastructure Execution Hole (BCG)
Africa has no scarcity of infrastructure tasks. At present, the continent-wide portfolio consists of ~130 transnational tasks and packages. However solely 6% of those tasks are underneath building.
Operating an NLP Mannequin in the course of the Shutdown Knowledge Void (PGIM)
When official information goes darkish the place can traders search for well timed coverage clues?
Is Now a Turning Level for Small Caps? (Polen Capital)
A turning level could also be forward for small caps, as accelerating income and innovation cleared the path—discover what this might imply for traders.
Shutdown Economics (State Road)
When public information goes darkish, different indicators step into the highlight. Right here’s how strategists and economists are navigating financial blind spots created by the U.S. authorities shutdown.
FX Speaking: No Knowledge, No Bears (ING)
Greenback positioning seems extra balanced now, however ING sees this as a short lived greenback bounce earlier than two additional Fed cuts and seasonal weak spot into year-end.
Shut down or Soften Up (Candriam)
Financial alerts stay uneven, information visibility is clouded by the U.S. authorities shutdown, and inflation is edging larger once more. But danger property proceed to climb.
The Fashionable Philanthropist (Barclays Non-public Financial institution)
The Fashionable Philanthropist is a report providing pragmatic insights on how donors, charities and advisers can deepen relationships, unlock influence and assist extra purposeful giving.
