CAPITAL IDEAS^TM

United States

Equity

Can American exceptionalism continue?

Andy Budden

Trade

Assessing the impact of US tariffs

World Markets Review

World markets review —Fourth quarter 2024

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

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

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

Market Volatility

The lowdown on inflation in the US and Europe

Interest Rates

Is the era of easy money coming to an end?

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United States

INSIGHTS

CAPITAL IDEAS

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ABOUT US

OUR COMPANY

MORE ABOUT US

United States

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