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Macro and market

Showing 10 of 444 Insights Posts
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — June 2025

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

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event July 2025
18 min
Article
2027-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Philip Brooks (Part 2)

In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.

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event July 2025
4 min
Video
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi asset outlook
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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event July 2025
15 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial market review
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quarterly Market Review — 2Q2025

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

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event July 2025
18 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event July 2025
4 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Weighing the economic winners and losers of the One Big Beautiful Bill Act

Macro Strategist Juhi Dhawan unpacks the impact of One Big Beautiful Bill Act, including its potential effect on economic growth, corporate earnings, and the US government deficit and debt.

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event July 2025
7 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

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event July 2025
4 min
Video
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The long and short (term) of markets

Head of Multi-Asset Strategy Adam Berger offers a four-part plan for short-term volatility and looks at the longer-term implications of shifting capital market expectations.

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event July 2025
14 min
Article
2027-01-01
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Main final
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Agile approach important amid market desynchronization

Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.

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event July 2025
5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Main final
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Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025
5 min
Article
2026-08-31
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