Insights
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Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
Following a defensive equity playbook can help investors prepare for market volatility in a year of heightened uncertainty.
Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.
As growth extends to more regions, we see expanding opportunities across countries and assets.
European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.
We expect inflation to continue to move lower and growth to slow, especially outside the US. A trade war looks almost certain, with some economic effect on the US but likely larger elsewhere. The good news is the Fed appears well-positioned to respond to emerging risks in either direction.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
We expect the opportunity set to widen for income investors in 2025, though less clarity around the second half requires a dynamic approach.
US small-cap stocks could get a boost from post-election policy changes.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies?