Fiscal policy

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Mid Year Outlook Designs 4_sd_v2
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5 min
USA Inflation Article Monetary policy Fixed income Institutional Program Outlook Fiscal policy
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The revenge of the monetarists

Fixed Income Portfolio Manager Brij Khurana makes the case for a monetarist explanation for moderating inflation.

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Brij Khurana
Brij Khurana
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5 min
Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
Article
4 min
Italy USA Europe Germany Credit Investment grade Fixed income Government bonds Institutional Program Outlook Japan Macro Macro hedge funds Article Monetary policy Interest rates Economic cycle United Kingdom Fiscal policy France
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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Eoin O'Callaghan
Eoin O'Callaghan
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4 min
Article
2025-06-30
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92162750
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5 min
Elections Article Institutional Program Americas Geopolitics Fiscal policy
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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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Thomas Mucha
Thomas Mucha
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5 min
Article
2025-04-30
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