The doubling of Japanese sovereign bond yields over the past year could have negative ramifications for government issuers around the word.
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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.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.