Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
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.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.