(1) US TIPS vs Gold, Part 3: From Inflation To Real Rates (8 min read) George Goncalves and John Butler return with a third instalment of their highly popular TIPS vs Gold series. US real rates could move lower, and with it gold higher and the dollar lower.
Investors Need to Become More Comfortable With Volatility in Their Portfolios (A Wealth of Common Sense, 3 min read)
China: seven things investors should know (LGIM Blog, 3 min read)
How will the U.S. election impact international markets? (JP Morgan Asset Management, 2 min read)
Restructuring opportunities (BlackRock, 5 page read)
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