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The Iran war is changing the bond playbook
Regional wars, inflation, and shifting fiscal priorities are creating new challenges for the bond market. Fixed income portfolio manager Brij Khurana explains why investors may need to look beyond traditional core bond markets for opportunities.
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2027-04-24
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Rapid fire questions with Schuyler Reece on EM debt
In this edition of “Rapid fire questions,” fixed income portfolio manager Schuyler Reece shares his read on the evolving macro backdrop amid the Middle East conflict, why he remains constructive on emerging markets debt, and where he sees the most compelling opportunities and risks across hard currency, local debt and EM currencies.
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2027-06-30
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Top of Mind: Next-generation diversifiers for a changing market landscape
Multi-Asset Strategist Adam makes a case for a set of “next-generation diversifiers” — asset classes that may help protect portfolios against equity downside and other risks in the market environment investors are likely to face in coming years.
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2028-05-31
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Quarterly Market Review — 1Q2026
A monthly update on equity, fixed income, currency, and commodity markets.
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2027-04-30
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Approach AI with an open mind
Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.
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2027-05-31
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One battle after another: Time to reset expectations?
How might the historic energy shock impact portfolio decisions in the coming months? We offer our take on the implications for equities, bonds, and commodities.
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2027-05-01
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Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
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2027-05-31
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Europe and the Iran conflict: 4 critical considerations for investors
Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek explore how the conflict in the Middle East may alter the outlook for Europe and outline potential implications for European fixed income and equities.
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2027-04-13
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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.
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2027-03-31
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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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2027-03-25
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Monthly Market Review — April 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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