How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
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.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
Could the ECB’s bold steps to streamline banking pave the way for a European economic renaissance?
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
Facing tariff-related tension on both sides of its dual mandate, the Fed waits for additional clues on the fate of the U.S. economy.