A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
Earnings expectations are up but inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights today's key market factors.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.