Why Capital Allocation Matters More Than Earnings Right Now

In this market, earnings are increasingly backward-looking. Capital allocation is forward-looking. Two companies can post ...

HIX: Limited Appeal As Long As Rates Remain Elevated

Western Asset High Income Fund II is rated Hold due to persistent vulnerability from elevated interest rates & aggressive ...

Investing in 2026: What should be your fixed income allocation strategy? Explained

Fixed income is for stability. In 2025, interest rates on fixed deposits fell, while yields on government bonds increased.
Seeking Alpha

Asset Allocation Outlook: Our 2025 Asset Allocation Playbook

Now in 2025, we think that markets could be hitting an inflection point. And while we think it still is early to say that the market is going to be rotating from growth to value or from large cap to ...
The Business & Financial Times on MSN

Two rates, one currency: The FX reality

By: Confidence AKPLOMEGhana’s FX market shows two prices for the same dollar. This analysis explores how allocation, liquidity, and policy shape the gap—and what credible unification would require.The ...