As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
How should investors think about market drawdowns? While staying invested through volatility is often the smartest long-term move, that doesn’t always mean doing nothing.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?