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.
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.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
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.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
In his 2024 outlook, Ashwin Alankar believes a likely Goldilocks economic scenario will result in a favorable environment for financial markets.
With hopes of an economic soft landing diminishing, investors should prioritize quality companies and diversification.
Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.
Why is it too early to call time on classic “60/40" and traditional balanced portfolios?