Top Investor Questions from Recent Travels
October 20, 2025
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around quality in the shifting private credit landscape. Hear what’s driving investor decisions as the credit cycle evolves.
Last Week
Two Fallen Governments, One Common Problem
October 13, 2025
This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield curve behavior.
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