Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
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A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Why the first quarter of 2025 is critical in shaping the inflation outlook and subsequent rate decisions.
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.
Jenna Barnard believes political upheaval may lean in favour of bonds.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
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.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.