How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
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.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How are Trump’s tariffs changing market dynamics for European equities, as investors seek to navigate through post-tariff uncertainty?
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?