US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
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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?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.