CAPITAL IDEAS^TM

United States

Long-Term Investing

5 keys to investing in 2025

Fixed Income

Can investment-grade credit provide resilience amid uncertainty

Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated

Fixed Income

Opportunities in US high-yield credit

Shannon Ward

Fixed Income

Outlook for credit sectors

Damien McCann

Market Volatility

Macro insights: Recession risk heightened as hints of economic slowing emerge

Bonds

Debt ceiling showdown: Should investors worry?

Markets & Economy

10 investment themes for 2023

Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger

Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller

Fixed Income

The US Fed's aggressive path could mean more market turmoil

Fixed Income

The US Fed's aggressive path could mean more market turmoil

Market Volatility

The lowdown on inflation in the US and Europe

Interest Rates

Is the era of easy money coming to an end?

Fed

Implications of the US Federal Reserve’s June 16 announcement

Fixed Income

Will the Fed’s new policy framework bring higher inflation?

Timothy Ng

Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole

Global Equities

Rob Lovelace on the year ahead

Rob Lovelace

Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind

Election

Washington watch: Priorities emerge under new leadership

United States

What lies ahead for the US economy?

Darrell Spence

Retail

The necessity of luxury: What makes this industry so resilient?

Politics

US elections: an insider’s view

Matt Miller

United States

Recovery watch: When will growth return?

Election

Election uncertainty looks uncreasingly certain

Politics

U.S. political change: Sweeping or incremental?

Jared Franz

Election

How elections move markets in 5 charts

US politics: the makings of a perfect storm

Matt Miller

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United States

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

INVESTMENT THEMES​

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

United States

CAPITAL LEARNING

INVESTMENT THEMES