Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
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.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
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Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.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.