After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
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.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
A resurgence in productivity underscores a significant shift toward greater efficiency.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.