Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
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.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.