Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
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In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.