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1050557-Oil-Market-rise
Article
6 min
Commodities Inflation Wellington on Washington and the World Sector Global Industry Research Global Article
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Oil market update: The long road to normalization

As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.

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Elise Backman
Elise Backman
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6 min
Article
2027-07-27
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oil refinery plant
Article
6 min
Total return Fixed income Credit USA Article Industrials
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Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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Connor Fitzgerald
Connor Fitzgerald, CFA
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6 min
Article
2025-10-31
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694725410
Article
3 min
Japan Equity Asia tech Global Industry Research Information technology Article
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Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

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Yash Patodia
Yash Patodia
Brian Yeong
Brian Yeong
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3 min
Article
2025-09-30
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china economy poised to exceed expectations in 2023
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China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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Santiago Millán
Santiago Millán, CFA
event
Article
2023-12-31
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