CAPITAL IDEAS^TM

United States

Election

Trump’s victory signals major policy shifts ahead
Election

What to expect between Election Day and the inauguration
Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard
Election

US Election 2024: What investors need to know
Interest Rates

What if the Fed doesn’t cut interest rates this year?

Darrell Spence
Fixed Income

Valuations are expensive, but may have staying power
Election

US election check in: what to watch in the coming months
Fixed Income

Can the banks deliver for investors in 2024?
Trade

Trading places: de-globalisation, longer supply chains and China Plus
Markets & Economy

The US avoided recession last year. What comes next?
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

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

Matt Miller
Interest Rates

Is the era of easy money coming to an end?