- Macro Strategist
United States, Institutional
Change
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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4 min
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.
4 min
Article
2027-03-01
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Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
4 min
Warsh as Fed chair: Something for everyone
Macro Strategist Juhi Dhawan shares five key takeaways on Kevin Warsh, President Trump’s nominee to be the next Fed chair, including thoughts on interest rates, deregulation, and the market impact.
4 min
Article
2027-02-28
Article
5 min
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
5 min
Article
2027-02-28
Article
13 min
2026 Insurance Outlook: Cautious optimism and a second bite at the apple
Members of our Insurance team share their economic expectations, investment ideas, and a regulatory roundup for the year ahead.
13 min
Article
2027-01-31
Article
3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
3 min
Article
2027-01-31
Article
16 min
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
16 min
Article
2027-01-31
Article
8 min
Investing in 2026: prepare for inflationary growth
Macro Strategists John Butler and Eoin O'Callaghan share their annual macro outlook and discuss likely implications for markets and investors. They outline four potential scenarios graded by level of probability.
8 min
Article
2026-11-15
Article
4 min
Is all that glitters still gold?
Gold has delivered impressive gains thus far in 2025, but what does that say about market risks and the recent strong returns of stocks? Multi-Asset Strategist Nanette Abuhoff Jacobson offers her take on the precious metal and the case for diversification in today’s market.
4 min
Article
2026-11-30
Article
15 min
Constructive, selective, resilient
Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.
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15 min
Article
2026-11-30
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