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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.
Financial Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — June 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Surprise French election result: what does it mean for investors?
Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
Global Economic Outlook
Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.
Financial Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — March 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Biden 2.0: National security and investment themes
The geopolitical and investment implications of a potential second Biden term.
Monthly Market Snapshot — May 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — February 2024
A monthly update on equity, fixed income, currency, and commodity markets.
The Trump/Biden rematch: Market implications of unprecedented policy divergence
Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.
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Monthly Market Review — July 2024
A monthly update on equity, fixed income, currency, and commodity markets.
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