United States

Politics

Economic outlook: Global growth dependent on a resilient US

Fixed Income

Quick take: Impact of US election results on emerging markets

Kirstie Spence

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?

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ABOUT US

WHO WE ARE

MORE ABOUT US

STRATEGIES BY REGION

Australia and New Zealand

Switzerland

United States

CAPITAL LEARNING

INVESTMENT THEMES