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Article
6 min
Taking stock of the energy shock: 9 macro and market insights
Macro Strategist Juhi Dhawan looks at the potential effects of the war in the Middle East on economic growth, inflation, policy, and corporate profits.
6 min
Article
2027-03-31
Article
4 min
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
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4 min
Article
2027-03-25
Article
4 min
Three ways to reset credit portfolios for a more volatile world
Our experts, Fixed Income Portfolio Managers Campe Goodman and Rob Burn, and Investment Director Raina Dunkelberger, explore how to reset credit portfolios for a more volatile world.
4 min
Article
2027-03-31
Video
5 min
Rapid Fire Questions with Campe Goodman - 1st Year of Trump 2.0
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Campe Goodman shares his assessment on the first year of Trump 2.0, and perspectives on why he remains constructive on fixed income, and where he is finding attractive opportunities.
5 min
Video
2027-03-31
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
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