The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
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.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
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.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
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.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.