Markets and Economy Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
November 10, 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 deal provides clarity, a December Fed cut looks uncertain
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
November 3, 2025
Markets and Economy New inflation data doesn't change our expectations for Fed easing
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
October 27, 2025
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