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.
Hear the views of our asset class heads on market drivers for the second half of the year.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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.
The three essential elements of an effective balanced strategy in the current environment.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.