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monthly market snapshot
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — June 2025

A monthly update on equity, fixed income, currency, and commodity markets.

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event July 2025
18 min
Article
2027-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

One Big Beautiful Bill: Why it’s “buy now, pay later” for markets

Multi-Asset Strategist Nanette Abuhoff Jacobson weighs the near-term benefits of the recently enacted US tax and spending bill against the longer-term costs, and suggests several investment implications.

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event July 2025
4 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The long and short (term) of markets

Head of Multi-Asset Strategy Adam Berger offers a four-part plan for short-term volatility and looks at the longer-term implications of shifting capital market expectations.

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event July 2025
14 min
Article
2027-01-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025
5 min
Article
2026-08-31
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Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.

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event July 2025
4 min
Article
2026-07-18
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Severance: The split between the economy and the markets

While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.

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event July 2025
13 min
Article
2026-06-30
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The power of positive and pragmatic thinking

While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications. 

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event June 2025
4 min
Article
2026-06-30
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New regime, new reality: Time to adapt?

Explore our latest views on risks and opportunities across the global capital markets.

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event June 2025
Article
2026-06-30
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Where’s my safe haven? A global investor perspective on the tariff tantrum

Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.

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event May 2025
25 min
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2026-05-31
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How is funded status holding up in the volatility? Updates on the corporate DB landscape

Members of our LDI Team share key takeaways from their latest analysis of US corporate pension plans' funded status, derisking activity, and ROA assumptions, as well as their outlook for plan contributions.

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event May 2025
8 min
Article
2026-06-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.