Assessing market reactions to the Trump administration’s recently imposed tariffs.
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.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
As the Trump administration rolls out new energy policies, the impacts on prices and production remain uncertain.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
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.