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Preparing for a shift in US exceptionalism
Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
Chart in focus: The long-term case for quality equity
Our equity experts highlight the resilience of quality equities despite recent setbacks, emphasizing their historical outperformance.
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
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