Events
US Fed: Weak jobs data to drive dramatic easing
The markets will rapidly price in a more dramatic Fed easing path if the latest batch of jobs data due to be released this Friday reveals a jump in the unemployment rate.
Events
Future Fund: Benign conditions mask structural risks
Despite near term plans to maintain a neutral exposure to markets that are fully priced, the $150 billion Future Fund says that underlying structural risks to the global economy make valuations less compelling over the long term.
Events
Private credit finds more takers
Asset owners are leaning toward towards unlisted assets — given the limited opportunity set for listed investments and the rich valuations.
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