A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.