- Investment Director
United States, Intermediary
Change
The views expressed are those of the author 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.
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Expert
Read next
Showing
of
Insights Posts
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.
By
4 min
Article
2027-03-25
Article
4 min
Investment implications of the conflict in the Middle East
Geopolitical Strategist Thomas Mucha discusses the strategic complexities of the Middle East conflict, underscoring the importance of active management and diversification in investment portfolios.
By
4 min
Article
2027-05-01
Article
3 min
FOMC: Holding the line amid geopolitical crosscurrents
Fixed Income Portfolio Manager Jeremy Forster discusses the Fed's cautious stance amid geopolitical tensions, inflation risks, and labor market dynamics.
3 min
Article
2027-03-31
Article
5 min
US exceptionalism: 5 perspectives on 2 truths
Our experts discuss the paradox of US exceptionalism today, emphasizing diversification and active management in response to evolving global economic trends.
5 min
Article
2027-03-31
Article
11 min
Investment insights on the Middle East: A roundtable discussion
In a special roundtable discussion, our investment experts discuss the Middle East crisis, including geopolitical developments, energy prices, emerging markets, and multi-asset implications.
11 min
Article
2027-03-31
Article
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.
Article
2027-03-01
Article
5 min
The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
By
5 min
Article
2027-02-26
Article
4 min
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
4 min
Article
2027-03-01
Article
4 min
Housing affordability directives not a silver bullet
Our Fixed Income Portfolio Managers profile housing affordability directives, examining their modest effects on mortgage rates and institutional buying restrictions.
4 min
Article
2027-02-28
Article
4 min
Japan biopharma: A global sector priced as domestic
Our biopharma experts discuss the global earnings potential of Japanese companies and highlight the need for a global investment lens.
4 min
Article
2027-02-28
URL References
Related Insights