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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
Video
6 min
Securitized credit market update with Kyra Fecteau
Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?
Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.
6 min
Video
2027-09-29
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
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
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
3 min
Chart in Focus: Do strong earnings require a resilient economy?
Can earnings momentum continue if growth slows? This Chart in Focus explores the link between GDP growth and company earnings — and what investors may want to watch next across equity markets, AI investment, energy risks, and new issuance.
3 min
Article
2027-08-31
Article
3 min
AI-driven market dispersion favors active selectivity
Headline market volatility may appear subdued, but dispersion across stocks and sectors is rising. Explore why AI-driven differentiation may favor active selectivity.
3 min
Article
2027-08-31
Article
4 min
Tech Stocks as an Inflation Hedge: Is the Case Weakening?
Fixed Income Portfolio Manager Brij Khurana explores why US tech stocks may be a less attractive hedge against US inflation and currency debasement and how this could favor bonds.
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4 min
Article
2027-09-03
Video
3 min
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
3 min
Video
2027-08-31
Article
3 min
AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
By
3 min
Article
2029-08-31
Article
6 min
How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
6 min
Article
2027-06-04
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