Markets and Economy Fears of a credit crisis, AI bubble overshadow positive indicators
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
October 20, 2025
2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
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Points de vue les plus récents
Markets and Economy US-China tensions put a damper on stocks while gold rises
Trump threatened new tariffs on China, Japan’s election hit a hurdle, and UK regulators made it easier for people to invest in cryptocurrency ETFs.
October 13, 2025
Markets and Economy US government shutdown unlikely to materially impact markets
The US government shut down, while governments in Europe and Japan plan to increase spending, which may help support stocks.
October 6, 2025
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