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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
In our final ActiveViews webcast of the year, host Will Lockhart and Head of Macro Strategy, John Butler, analyse recent macro events and explore potential 2025 market outcomes for investors. They discuss today’s exceptional economic backdrop and what to look out for during this next stage of the new economic era, including the potential investment ramifications of the US elections, Europe’s evolving fiscal and monetary landscape, and policy developments in China and Japan.
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Insights Posts
Article
10 min
Top of Mind: Three surprises — and one common thread
Multi-Asset Strategist Adam Berger examines three market surprises — geopolitical fragmentation, AI’s accelerating potential, and rising long-term interest rates — and their implications for investor portfolios.
10 min
Article
2028-11-30
Article
4 min
Congress changes, geopolitical risk doesn’t
What does a Democratic sweep of Congress mean for investors? Beneath the political volatility, the structural direction remains remarkably consistent.
4 min
Article
2027-11-05
Article
3 min
US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
3 min
Article
2027-10-20
Article
18 min
Quarterly Market Review — 3Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-10-16
Article
10 min
The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
10 min
Article
2027-10-31
Article
5 min
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
5 min
Article
2027-09-28
Article
Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
Article
2029-09-25
Article
4 min
Income investing in the Warsh Fed era: What investors should consider
How should income investors be positioned for a Warsh-led Fed? Our experts believe it begins by rethinking fundamentals, and being more deliberate and adaptive.
4 min
Article
2027-09-21
Article
5 min
September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
5 min
Article
2027-05-16
Article
8 min
Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
8 min
Article
2027-09-17
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Monthly Market Review — September 2026
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