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A test for the global economy

Nanette Abuhoff Jacobson, Global Investment and Multi-Asset Strategist
2024-07-31
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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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What are the similarities and differences between the US regional banking crisis and 2008's global financial crisis? How likely is a recession? Should investors be focusing on value or growth? In this podcast hosted by Hartford Funds, Macro Strategist Nanette Abuhoff Jacobson shares her interpretation of where the economy is headed, outlining where the risks and opportunities may lie for investors in the next 12 months. Watch the recap here.

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Fed delivers rate cut, but hawkish 2025 guidance sends yields up

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Caroline Casavant

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2025-06-30
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Scaling opportunities in a new economic era

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2025-12-31
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Monthly Asset Allocation Outlook

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2025-12-31
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Fixed income Interest rates Monetary policy Content CoE Program Global Program USA Article
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Fed delivers rate cut, but hawkish 2025 guidance sends yields up

Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.

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Caroline Casavant

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3 min
Article
2025-06-30
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A guide to investing in the age of anxiety

There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

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Adam Berger, CFA

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15 min
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2025-12-01
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Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

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2025-12-31
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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Andrew Heiskell

Nicolas Wylenzek

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2025-12-31
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Fiscal policy Interest rates Tactical allocation Content CoE Program Global Program iStrat Multi-asset Outlook Article
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Trump 2.0: Time to curb your enthusiasm? 

How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.

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2025-12-31
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Outlook Fixed income Geopolitical Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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2025-12-31
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Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

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Andrew Heiskell

Nicolas Wylenzek

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10 min
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2025-12-31
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Venture capital outlook for 2025: 5 key trends

Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.

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2025-12-31
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Interest rates Outlook Private investing Content CoE Program Global Program Article
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Private credit outlook for 2025: 5 key trends

Our private credit experts, Emily Bannister and Sonali Wilson, highlight five critical trends for 2025: the convergence of public and private markets, AI's impact on private credit, the evolving role of banks in lending markets, the impact of higher interest rates, and the importance of financial covenants.

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Emily Bannister, CFA

Sonali Wilson

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2025-12-31
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What's current in credit: November 2024

Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?

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Connor Fitzgerald, CFA

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2025-12-31
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Don’t let recency bias get in the way of good investment ideas

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.

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Tim Antonelli, CAIA, CFA, FRM, SCR

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2025-11-30
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