This week's chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.
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.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Hear the views of our asset class heads on market drivers for the second half of the year.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Three versatile use cases for balanced funds in investor portfolios.
The potential strategic pitfalls of sitting in cash.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.