Overview of the trends and developments in the Agency MBS and Housing Markets.
Targeted Strategies Required for Evolving Demand and Rising Geopolitical Risk
In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.
Learn why we’re maintaining a neutral duration stance across developed markets, why we believe EM sovereign and corporate debt remain a standout opportunity and why we remain underweight in IG credit, as we explore the fixed income market in 2026.
We explain the factors that determine market efficiency and offer a taxonomy of the sources of inefficiency.
Advances in artificial intelligence are accelerating the transition of humanoid robots from long-term ambition to early industrial deployment.
Please join us for a conversation with Dennis Lynch, Head of Counterpoint Global. Dennis will reflect on market dynamics of 2025, discuss the outlook from here and review his top ideas.
