Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
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A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.
A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
Active vs passive? How a blended approach could work better in global equities
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?