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By design and by default: Industry consolidation gathers steam across India
Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.
Markets take US election results in stride (for now, anyway)
Client Portfolio Manager Jitu Naidu weighs in on the markets' response to, and other potential implications of, the recently held US midterm elections.
2023 Macro and rates outlook: Goodbye easy money, hello regime change
Macro Strategist John Butler and Fixed Income Strategist Amar Reganti highlight the impact of macroeconomic "regime change" on global inflation and interest rates, with potential implications for investors.