The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
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.
Marketing communication.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
Could the ECB’s bold steps to streamline banking pave the way for a European economic renaissance?
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
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.