Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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The outlook for the US economy remains caught between a soft labour market, resilient consumption and some signs of a broader re-acceleration in surveys. However, analysis of the world’s biggest economy has been somewhat hampered by the lack of official data due to the US government shutdown that occurred in late 2025. Labour market weakness
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
The UK Budget removes a lot of uncertainty for UK markets, allowing a refocus on corporate fundamentals.
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Exploring the intricate landscape of Germany's ambitious reform agenda.
