Flows Speak Louder Than Fears: The Latest on U.S. Asset Demand

August 25, 2025

The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what central bank flows reveal.


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The Leaning Tower of Austerity: The Future of Sovereign Debt in Europe

August 11, 2025

Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt sustainability in Europe. 


 

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