- Investment Director, Fixed Income Product Management
United States, Intermediary
ChangeWhat 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.
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.
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Top of Mind: Three surprises — and one common thread
Multi-Asset Strategist Adam Berger examines three market surprises — geopolitical fragmentation, AI’s accelerating potential, and rising long-term interest rates — and their implications for investor portfolios.
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2028-11-30
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Congress changes, geopolitical risk doesn’t
What does a Democratic sweep of Congress mean for investors? Beneath the political volatility, the structural direction remains remarkably consistent.
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2027-11-05
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US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
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2027-10-20
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The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
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2027-10-31
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US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
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2027-09-28
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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.
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2029-09-25
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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.
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2027-05-16
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Monthly Market Review — August 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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2027-09-16
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Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
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2027-09-17
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The most important midterm question?
As the mid-term elections approach, the things the election won't change may matter more than who wins and who loses.
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2027-08-20
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Quarterly Market Review — 3Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
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