Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
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.