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Quarterly Market Review — 3Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
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2027-10-16
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The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
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2027-10-31
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Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
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2029-09-25
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Income investing in the Warsh Fed era: What investors should consider
How should income investors be positioned for a Warsh-led Fed? Our experts believe it begins by rethinking fundamentals, and being more deliberate and adaptive.
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2027-09-21
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September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
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2027-05-16
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Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
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2027-09-17
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The most important midterm question?
As the mid-term elections approach, the things the election won't change may matter more than who wins and who loses.
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2027-08-20
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Band-aids, bazookas, and boomerangs: Equity investing in a volatile US rate regime
With fiscal pressures and Treasury-market fragilities keeping bond yields volatile, Macro Strategist Juhi Dhawan outlines implications for equity investors.
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2027-08-31
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Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
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2027-08-31
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Chart in Focus: Do strong earnings require a resilient economy?
Can earnings momentum continue if growth slows? This Chart in Focus explores the link between GDP growth and company earnings — and what investors may want to watch next across equity markets, AI investment, energy risks, and new issuance.
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2027-08-31
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Monthly Market Review — September 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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