News and insights Global thought leadership

Rising long-term US Treasury yields could reflect a return to economic fundamentals rather than a market distortion. These are the implications for investors, diversification and asset allocation in a higher-rate environment.

Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies and credit in our monthly global strategy report.

Climate change is accelerating, with global temperatures potentially rising 3.5–4.2°C by 2100, creating a growing need for investment in both climate mitigation and adaptation.

In a world undergoing immense disruption, we believe resilience endures – and provides a favorable investment environment.

Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies and credit in our monthly global strategy report.

The conflict in the Middle East is dominating client conversations. We explore the transmission from energy prices to consumer price inflation and the performance of assets in inflationary environments

Discover our Global Fixed Income Strategy Monthly Report, which offers an outlook for interest rates and currencies and looks at which fixed income assets are favored across a range of market environments.

Discover our Global Fixed Income Strategy Monthly Report, which offers an outlook for interest rates and currencies and looks at which fixed income assets are favored across a range of market environments.

We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.

Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.

The past week was rich in political and policy events, with implications for markets and currencies.

The start of 2025 has been a roller coaster for markets as investors reassess and reset expectations and beliefs about the global order. We expect more twists and turns to come. Hold on tight, the ride is far from over.