- Portfolio Manager
Italy, Institutional
ChangeThe views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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Can markets keep climbing the wall of worry?
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11 min
Article
2026-11-30
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Insights Posts
Article
11 min
Can markets keep climbing the wall of worry?
Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.
11 min
Article
2026-11-30
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
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18 min
Quarterly Market Review — 3Q2025
A monthly update on equity, fixed income, currency, and commodity markets.
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2026-10-30
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Monthly Market Review — September 2025
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2026-10-11
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Rational exuberance: Will the bulls keep running?
Tariffs, fiscal challenges, geopolitical turmoil — lately, nothing has seemed to get the market down. We consider how long the good times may last in our quarterly look at the equity, bond, and commodities markets.
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Article
2026-09-30
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3 min
Chart in focus: Three reasons to revisit emerging markets
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2026-10-31
Infographic
2 min
Chart in Focus: Fed rate cuts resume — What’s next for investors?
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2 min
Infographic
2026-09-30
Article
15 min
Still climbing, just slower
Members of our Insurance team share the key themes behind their cautiously optimistic outlook for the second half of 2025 and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.
15 min
Article
2026-07-31
Article
4 min
One Big Beautiful Bill: Why it’s “buy now, pay later” for markets
Multi-Asset Strategist Nanette Abuhoff Jacobson weighs the near-term benefits of the recently enacted US tax and spending bill against the longer-term costs, and suggests several investment implications.
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14 min
The long and short (term) of markets
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14 min
Article
2027-01-01
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Quarterly Market Review — 3Q2025
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