Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
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.
Marketing communication.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
Facing tariff-related tension on both sides of its dual mandate, the Fed waits for additional clues on the fate of the U.S. economy.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.