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Showing 10 of 133 Insights Posts
Private Credit Trump Roundtable
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private credit roundtable: Outlook in 2025

Our private credit experts explore the potential effects of Trump 2.0 policies — like tariffs and deregulation — on the asset class in 2025. In addition, they dive into the impact of higher-for-longer interest rates, the broadening of private credit markets, and much more.

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event February 2025
15 min
Video
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1461207625
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US immigration crackdown: Weighing the economic implications

As the details of new US immigration policies come into focus, Macro Strategist Juhi Dhawan considers the risks they may pose for the labor market and the broader economy.

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event February 2025
7 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fed in holding pattern

Fixed Income Portfolio Manager Jeremy Forster unpacks the US Federal Reserve's decision to pause its interest-rate-cutting cycle.

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event January 2025
3 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Multi asset
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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event January 2025
8 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Main final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Executive Summary 2025: Finding opportunity amid uncertainty

In this article, we summarize some of the key findings from our 2025 outlooks, from divergence-driven opportunities to the impacts of AI and beyond.

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event January 2025
3 min
Article
2026-06-06
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating uncertain policy shifts

Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.

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event November 2024
8 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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event November 2024
Article
2025-11-30
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Categories final
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Listening to voters’ economic concerns should mean less fiscal spending

Fixed Income Portfolio Manager Brij Khurana explains the likely economic and market impacts of Trump administration policies, including potential winners and losers from drastic fiscal spending cuts.

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event November 2024
6 min
Article
2025-11-30
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What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

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event November 2024
6 min
Article
2025-11-30
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1271246974
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Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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event November 2024
21 min
Podcast
2025-11-30
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