‘See Monday’s report’—refinance averages need loan-by-loan context
A Monday report on average mortgage refinance rates is directing homeowners to…
‘Respond firmly’—China warns EU against restrictions on its businesses and products
China has warned that it will take firm action if the European…
‘The Fed’s next move’—real estate debt and housing affordability hang in the balance
Commercial property debt and housing affordability are emerging as linked tests for…
‘AI concentration risk emerges as a top concern’—investors accelerate alternatives exposure
Institutional allocators and independent investors are increasing exposure to alternative assets as…
‘Regulatory oversight’—Trump’s White House AI task force faces scrutiny over rules and market impact
President Donald Trump’s newly created White House AI task force is drawing…
‘Rising Treasury yields’—why AI stocks and oil markets face a fresh test
Investors are confronting three linked risks as higher Treasury yields, enthusiasm for…
‘Geopolitical risk reshapes portfolios’—430 asset owners shift capital to real assets and growth markets
A new Marsh survey finds asset owners moving capital toward real assets…
‘USD 70 billion in five years’—Canada and India set an ambitious trade target
Canada and India are seeking to lift bilateral trade to USD 70…
‘Ottawa will continue to own a piece’—Canada Strong fund keeps airports tied to public ownership
Ottawa plans to retain an ownership interest in any airport concession that…
‘High yields make bonds attractive’—Phil Blancato sees safety in fixed income
High bond yields are creating a more attractive path for investors seeking…