Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
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Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
A resurgence in productivity underscores a significant shift toward greater efficiency.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.