With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
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.
Intra-year stock market declines have historically rarely translated to the market being down for the entire year.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Timeless teachings from Greek Stoic philosopher Epictetus that may help investors navigate market volatility and uncertainty.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
How fixed income markets are responding to Trump’s sweeping tariffs.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.