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European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
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Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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4 min
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2026-03-31
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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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Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation? In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

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3 min
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2026-02-28
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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.

Charts in Focus: Growth of capital securities markets

Fixed Income Portfolio Manager Noah Atlas makes the case for capital securities and details the advantages they could potentially provide for investors.

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2 min
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2026-02-28
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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.

Picture this: Economic forecast in 6 charts

We offer our 2025 economic and market forecasts across the capital markets in 6 charts.

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10 min
Article
2025-07-15
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Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.
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Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real?In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

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3 min
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2025-11-29
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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.

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
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2025-11-30
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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.

Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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3 min
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2025-09-30
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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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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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3 min
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2025-09-30
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Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

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10 min
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2025-09-30
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Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

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3 min
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2025-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.