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Content CoE Program Global Program

Showing 10 of 33 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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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.

Still opportunities in European equities? Positioning is key

Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.

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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.

Severance: The split between the economy and the markets

While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.

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event July 2025
13 min
Article
2026-06-30
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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.

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. 

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event June 2025
4 min
Article
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US exceptionalism: where now for equities?

It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.

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event June 2025
6 min
Article
2026-06-30
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Two key questions that bond investors should not ignore

Investment Directors Amar Reganti and Marco Giordano and Portfolio Manager Campe Goodman tackle two key questions that are likely to be top of bond investors’ minds during the second half of 2025.

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event June 2025
Article
2026-06-30
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Could the global policy response misfire?

In their mid-year macro outlook, Macro Strategists John Butler and Eoin O’ Callaghan discuss how the global policy response to the trade shock could misfire, with major implications for investors.

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event June 2025
Article
2026-06-30
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Where to turn in an uncertain market

Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.

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event June 2025
5 min
Article
2026-07-31
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Why the US dollar’s “crooked smile” could upend asset allocation

Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.

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event May 2025
4 min
Article
2026-05-31
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The yen smile: New economic era upends traditional safe-haven currency relationships

Portfolio Manager Sam Hogg discusses the US Dollar Smile Theory and the Japanese yen's safe-haven status in the context of global trade and monetary policy changes. 

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event May 2025
5 min
Article
2026-05-31
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