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Markets & Economy

Long-Term Investing

5 keys to investing in 2025

Outlook

Stock market outlook: Time for diversification

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

Portfolio Construction

How to use bonds to seek balance as Fed hikes wind down

Equity

The changing face of trade: idea-driven companies come to the fore

Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz

United States

US government debt: We need to talk

Darrell Spence

World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

Fed

As the Fed pauses, what’s next for inflation and rates?

Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin

Market Volatility

Guide to recessions: Nine things you need to know

Bonds

Four high-income seeking investment strategies for a high-rate world

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox

Long-Term Investing

Five investing mistakes to avoid

Bonds

Four lessons from 50 years of bond investing

Market Volatility

US economy hit by rolling recession

Market Volatility

Guide to stock market recoveries

India

Will India be the breakout emerging market this decade?

Fixed Income

Bond outlook: Fed pause leaves many paths to income potential

Global Equities

Stock market outlook: Broader opportunities emerge

Economic Indicators

Economic outlook: Mild recession, strong recovery

Fixed Income

Outlook for credit sectors

Damien McCann

Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz

Fixed Income

Fixed Income Perspectives April 2023

Bonds

Debt ceiling showdown: Should investors worry?

World Markets Review

Markets rally despite bank scare: Q1 roundup

Market Volatility

What the SVB collapse means for investors

Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind

Market Volatility

European bank sell-off hard to reconcile with fundamentals

Anita Patel

Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

Timothy Ng

Market Volatility

Views on the collapse of SVB Financial

U.S. Equities

3 views on the future of growth investing

Energy

5 trends driving energy markets in 2023

Trade

Reshoring supply chains: What does it mean for investors?

Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind

Fixed Income

Fixed Income Perspectives January 2023

Global Equities

Four trends could power an industrial renaissance

World Markets Review

World markets review - Fourth quarter 2022

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

U.S. Equities

U.S. markets outlook for 2023

Politics

Quick take: Austerity deferred in the UK

Robert Lind

Fed

The Fed’s big question: how high is high enough?

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Equity

Can non-U.S. equities overcome a strong U.S. dollar?

Fixed Income

Unearthing opportunities in Asian credit markets

Fixed Income

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

Matt Miller

Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano

Market Volatility

Braving bear markets: 5 lessons from seasoned investors

Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

When will the bear market end?

Equity

Why research is critical when it comes to China investing

Andrew Lee

Election

Can U.S. midterm elections move the market? 5 charts to watch

Market Volatility

Recession watch: lessons from history and key economic indicators

Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin

United States

Is the US already in a recession?

Active Management

2022 Midyear Outlook report

Rob Lovelace

Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind

Portfolio Construction

Building resilient portfolios amid inflation

Nisha Thakrar

Equity

The persistence of dividend growers

Grant L. Cambridge

Fixed Income

Where are the risks and opportunities in high yield and EMD?

Rob Neithart

Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Bonds

Why should you consider owning bonds now?

Fixed Income

Credit investing amid heightened market volatility

Peter Becker

Outlook

Bond outlook: What to know as Fed fears hit markets

Trade

Supply chain shifts signal reglobalisation

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

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

Market Volatility

A focus on inflation

Emerging Markets

Emerging markets and rising US interest rates

Market Volatility

Contained EM inflation and higher real yields suggest relative value in local markets

Kirstie Spence

Stock

Globalisation: the reports of its demise are greatly exaggerated

Currencies

Downturn in the US financial cycle may be near

Jens Sondergaard

Fixed Income

Navigating the foggy road to normal

Mike Gitlin

Market Volatility

Relative value in EM local markets

Kirstie Spence

Aerospace

Air travel is taking off again

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

Global Equities

When volatility is rising, boring is beautiful

Market Volatility

The lowdown on inflation in the US and Europe

Fixed Income

Fixed Income Perspectives

Market Volatility

Investing amid exacerbating inflationary pressures

Interest Rates

Is the era of easy money coming to an end?

Dividends

Rotating into dividends in an inflationary world

China

My investment lessons from 40 years in China

Steve Watson

China

How to think about investing in China today

Market Volatility

Q&A: Investing amid geopolitical uncertainty

Market Volatility

Germany's 'no' to energy embargo may prove untenable

Robert Lind

Fixed Income

The role of fixed income

Flavio Carpenzano

Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri

Markets & Economy

Is the spike in commodity prices sustainable?

Market Volatility

Q&A on Russian debt

Robert Burgess

Market Volatility

Why we think the Fed is still behind the curve

Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence

Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

Market Volatility

3 views on the Russia-Ukraine conflict

Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner

Market Volatility

U.S. defense scenario analysis

Shane Fogarty

Market Volatility

Impact of the rise in commodity prices on EM equities

Martyn Hole

Market Volatility

Implications of Russia’s expulsion from major indices

Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

Market Volatility

The West is united

John Emerson

Market Volatility

EU policymakers may look to mitigate economic shock

Robert Lind

Market Volatility

Impact of the Russia-Ukraine conflict on European banks

Matteo Merlo

Market Volatility

Biden and Europe walk energy tightrope

Talha Khan

Market Volatility

Energy price stabilization largely depends on sanctions

Przemek Nowak

Market Volatility

U.S. economy faces heightened inflation risk

Darrell Spence

Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

Market Volatility

Staying the course

Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind

Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Fixed Income

When one plus one equals more than two

Rob Neithart

Market Volatility

How to handle market declines

Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

China

How demographic challenges are shaping the China investment story

Andrew Lee

Market Volatility

Is there opportunity in this stock market volatility?

Fixed Income

Fixed Income Perspectives January 2022

European Equity

Investing in growing opportunities in Europe

China

How demographic challenges are shaping the China investment

Andrew Lee

Fixed Income

Global corporate bonds 2022 outlook

Peter Becker

Equity

World Markets Review - Fourth Quarter 2021

Currencies

The pros and cons of Bitcoin

Fixed Income

The role bonds play in a portfolio

Flavio Carpenzano

Inflation

Pricing power can help companies fight inflation

Diana Wagner

Fixed Income

Fixed Income Perspectives October 2021

Fixed Income

Fixed Income Perspectives July 2021

Bonds

US high-yield bonds: 5 things to know today

Japan

Mid-year Outlook: The silver lining in Japanese equities

Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

Japan

‘Japanification’: A not-so-remote, or bleak, possibility

Anne Vandenabeele

Market Volatility

Mid-year Outlook: From recession to recovery

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Markets & Economy