Fresh perspectives on economic trends and events impacting the global markets.
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
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 insight on the recent sell-off in the artificial intelligence trade, the potential for a Santa Claus rally, and the K-shaped economy.
It’s the time of year to reflect on what we’re thankful for. Resilient growth and strong corporate earnings are among the many positive investing stories.
Get straightforward insight from our market and economic experts on what investors need to know about soft landings, inflation, the economy, government debt, election season, and more.
Insights from our income experts on investing opportunities around the globe.
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
Learn about investing in ETFs, including the basics, benefits, and choosing one.
Candid conversations with fund managers, market strategists, and more.
Get the latest information and insights from our portfolio managers, market strategists, and investment experts.
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