Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
Why following the evolution of battery technology should be a key consideration for investors.
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Inflation may cause markets to buck the trend of positive returns after the U.S. midterm elections.
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
This year’s bond market stress is a warning sign to other asset classes and the real economy.