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.
How can investors optimise portfolios through this uncertain environment?
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.
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
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.