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Market commentary

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monthly market snapshot
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18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Macro and market Fixed income Multi-asset Commodities Liquid alternatives & hedge funds Equity Article
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Monthly Market Review — October 2025

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-11-20
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financial market review
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Economic cycle Market commentary Quarterly Market Review Institutional Program Multi-asset Article
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Quarterly Market Review — 3Q2025

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-10-30
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Green City Shanghai
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6 min
China Equity Market commentary Institutional Program Article
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10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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Multiple authors

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6 min
Article
2026-06-30
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monthly market snapshot
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18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Multi-asset Article
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Monthly Market Review — January 2025

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-02-28
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financial market review
Article
18 min
Economic cycle Market commentary Content CoE Program Global Program Multi-asset Quarterly Market Review Article
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Quarterly Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-01-31
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monthly market snapshot
Article
18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Multi-asset Article
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Monthly Market Review — December 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-01-31
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monthly market snapshot
Article
18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Multi-asset Article
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Monthly Market Review — November 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2025-12-31
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monthly market snapshot
Article
18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Multi-asset Article
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Monthly Market Review — October 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
18 min
Article
2025-11-30
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Event replay
25 min
ActiveViews Macro and market Elections Wealth Program Market commentary Event replay
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Markets in 2025: asleep at the wheel or in the driving seat?

Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.

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John Butler
John Butler
Will Lockhart
Will Lockhart
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25 min
Event replay
2025-11-30
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Infographic
3 min
Chart in Focus Growth Equity Advised Retail Program Market commentary iStrat Tactical allocation Infographic
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Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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3 min
Infographic
2025-11-30
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Article
3 min
Elections Market commentary Multi-asset Content CoE Program Global Program Wellington on Washington and the World Americas Discretionary Article
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Pre-election ideas for investors: Lean into what you know (not what you don’t)

Our expert offers investable ideas based on known macro and market conditions, rather than speculation.

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Multiple authors

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3 min
Article
2025-10-31
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financial market review
Article
18 min
Quarterly Market Review Economic cycle Market commentary Institutional Program Multi-asset Article
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Quarterly Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2026-10-31
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monthly market snapshot
Article
18 min
Economic cycle Market commentary Monthly Market Review Institutional Program Discover Multi-asset Article
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Monthly Market Review — September 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2025-10-31
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monthly market snapshot
Article
12 min
Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitics Economic cycle Article
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Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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12 min
Article
2025-09-30
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Article
3 min
Fixed income Monetary policy Yielding insights Content CoE Program Global Program Market commentary Americas Opportunistic Fixed Income Interest rates Article
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The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

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Brij Khurana
Brij Khurana
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3 min
Article
2025-09-30
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monthly market snapshot
Article
12 min
Economic cycle Geopolitics Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article
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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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12 min
Article
2025-08-31
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Article
17 min
Commodities Equity Fixed income Institutional Program Economic cycle Geopolitics Market commentary Quarterly Market Review Article
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
17 min
Article
2026-07-31
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
17 min
Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitics Market commentary Whitepaper
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Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
17 min
Whitepaper
2025-07-31
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
20 min
Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper
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Monthly Market Snapshot — April 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
20 min
Whitepaper
2025-05-21
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Article
4 min
Japan Equity Monetary policy Macro Market commentary Asset allocation Education Article
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Japan equity: Reason to believe

Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.

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Toshiki Izumi
Toshiki Izumi, CFA, CMA
event
4 min
Article
2025-04-30
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Whitepaper
20 min
Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper
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Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
20 min
Whitepaper
2025-04-30
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
19 min
Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
19 min
Whitepaper
2025-04-30
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper
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Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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Whitepaper
2025-03-31
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
15 min
Economic cycle Monthly Market Review Market commentary Macro and market Commodities Equity Fixed income Geopolitics Whitepaper
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Monthly Market Snapshot — May 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
15 min
Whitepaper
2025-03-31
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monthly-market-snapshot-november-2023-173556726-v2
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Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper
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Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Greg Galajda
Greg Galajda
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Whitepaper
2025-02-28
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Article
Macro and market Economic cycle Portfolio strategy Multi-asset Macro Market commentary Thematic exposure Outlook Article
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Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

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Article
2025-02-28
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Quick Take
China Equity Macro and market Distribution Market commentary China Currents Quick Take
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China’s growing self-reliance could bolster its equity market

Our expert, Philip Brooks, finds reasons for optimism in China's equity market.

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Philip A Brooks
Philip A Brooks, CFA
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Quick Take
2024-12-06
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