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Chart in Focus: Is the Fed rate cut positive for risk?
In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.
Chart in Focus: What do higher long-end yields mean?
Long-end yields have climbed on concerns over structural growth and fiscal expansion. In this edition of Chart in Focus, we explore how shifting yield curves are reshaping opportunities across asset classes.
Chart in Focus: Fed rate cuts resume — What’s next for investors?
In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.
Chart in Focus: Are higher valuations justified?
Since Liberation Day, a clearer picture on tariffs has begun to emerge and markets have rallied in response. In this edition of Chart in Focus, we revisit cross-asset valuations and examine if the higher valuations are justified.
Chart in Focus: Is growth investing still dominating?
Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.
The power of positive and pragmatic thinking
While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications.
Chart in Focus: Did you miss out on the market bounce back in April?
Did you miss out on the market bounce back in April? In this edition of Chart in Focus, we look at market turnaround following the Liberation Day correction, highlighting the consequences of not having stayed invested.
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.
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.
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.
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.
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?
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.
Chart in Focus: Broadening earnings growth signals healthy US equity market
Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?
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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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