422 structured institutional reports.
Nomura's weekly US economic update highlights resilient economic momentum with a robust labor market, despite sticky inflation and restrictive Fed policy. The Fed is expected to maintain rates through 2026, with risks skewed toward prolonged tightening. Key…
The stronger-than-expected 0.3% increase in Canadian GDP in May (and early estimate of another 0.2% increase in June) added to evidence that the economy bounced back at a solid pace in the second quarter after growth stalled over the winter. Growth was…
MUFG's July 2026 US Economic Brief assesses the housing market, noting sluggish home sales due to affordability constraints despite moderating price appreciation. Existing home prices remain near record highs, while new home prices decline. Affordability…
Nomura argues that despite rising AI-related layoff announcements and survey concerns, hard US labor market data show minimal broad disruption. Employment and wages in AI-exposed sectors remain resilient, with layoffs broad-based rather than concentrated. AI…
This interview originally took place at Bloomberg Invest Hong Kong 2026 on June 10, 2026. At Bloomberg Invest Hong Kong, Apollo Partner and Head of Asia Pacific Eiji Ueda highlighted the paradigm shift cutting across Asia Pacific economies: the compounding…
Man Group warns that investors are becoming complacent about risks in junior bank debt, particularly AT1 CoCo bonds. Despite healthy banks, spreads remain near record lows while duration and complexity have increased, making these bonds more of a bet on…
Apollo's President Jim Zelter discusses the firm's record-breaking year in acquisitions, driven largely by credit investments in Europe, and highlights the need for private capital to fund a 'global industrial renaissance' across energy, defense, and other…
Apollo's Matt Nord discusses the growing demand for hybrid capital solutions, which combine equity-like returns with credit-like downside protection. He highlights that hybrid is a flexible risk/reward framework rather than a specific asset class, positioned…
Pictet highlights Asia's energy crisis following the Iran war, emphasizing the region's vulnerability due to heavy reliance on Strait of Hormuz oil. The report argues this shock will accelerate the clean energy transition, with China emerging as a major…
RBC Economics forecasts a modest recovery for Canada and the U.S. through 2027, with subdued growth and gradually easing inflation.
PGIM's report repositions emerging markets as a structurally differentiated opportunity set amid a multipolar world, driven by shifting supply chains, debt dynamics, and active allocation rather than cyclical sentiment.
Apollo introduces 'Athene: In Context', a video series aimed at explaining guaranteed lifetime income, its backing, and its relevance to American retirees. The series addresses misconceptions about private equity ownership, clarifies affiliated versus related…
Find out how the strait blockage supply shock is impacting commodities trade and prices. The ongoing conflict in the Middle East has effectively blocked the Strait of Hormuz – a key maritime trade channel through which one-fifth of the world’s oil and…
Despite a recent sell-off in gold during the Middle East conflict, Standard Chartered maintains a bullish long-term outlook. The decline is attributed to liquidity needs rather than a loss of haven status, and structural drivers such as debt concerns and…
Apollo argues that AI is not replacing software but proliferating its use by an order of magnitude, yet it disrupts the traditional SaaS model's certainty, leading to compressed valuations, increased dispersion, and a need for investors to favor durable…
Standard Chartered's commodities outlook for 2026 highlights a break from traditional correlations, with safe-haven demand and geopolitical risks driving divergent performance. Gold is expected to continue its rally due to central bank buying, ETF inflows,…
Geopolitical risks and doubts over AI-driven expansion are reducing the economic impact of monetary easing. This interview with Edward Lee, Chief Economist and Head of FX, ASEAN & South Asia, was written by Elisa Valenta and originally published in The…
Global growth is set to hold steady in 2026 amidst elevated risks. How will key shifts shape growth drivers? Eric Robertsen Global Head of Research, Chief Strategist This article was originally published in The Business Times. Global growth had defied…
Commerzbank describes how Vetter Pharma achieved CO₂ neutrality at its German sites in 2020 and globally in 2021, combining internal emission cuts of more than 15,000 tonnes since 2014 with offsetting via UN CDM CER and Verra-certified certificates, including…
ANZ Research, in collaboration with the Energy Efficiency Council, highlights the underutilized potential of energy efficiency in Australia's decarbonization path. The report finds that energy efficiency could contribute 19% of the emissions reductions needed…