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Sitting in the slack tide of US fiscal stimulus

Portfolio Manager Connor Fitzgerald profiles the risks of the Trump administration's policies around spending cut, tariffs, and immigration, and analyzes potential effects on US growth.

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5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
157419721
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

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3 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.