While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
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What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The U.S. Supreme Court’s ruling on President Trump’s tariffs may be welcomed by markets, but investors must now decipher a host of adjacent issues.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.
A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.