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Monetary policy

Showing 10 of 115 Insights Posts
1359344663
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event December 2024
3 min
Article
2025-06-30
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Categories final
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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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event December 2024
7 min
Article
2025-12-31
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Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The year of uncertainty: 5 macro themes to watch in 2025

Macro Strategists John Butler and Eoin O’Callaghan outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop.

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event November 2024
6 min
Article
2025-11-30
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1096496308
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fed stays its course while acknowledging brewing winds of change

Our expert examines the underlying data which drove the Fed to stay its rate-cutting course.

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event November 2024
4 min
Article
2025-11-30
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592797841
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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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157474938
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What is “the economic cycle,” anyway?

See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.

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event October 2024
5 min
Article
2025-10-31
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multi asset outlook
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Take it “ease”-y

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.

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event October 2024
18 min
Article
2025-10-31
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2152369183
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Can central bank independence survive?

Can central bank independence survive? Macro Strategist John Butler discusses the challenges faced by central banks in an increasingly fraught political environment and how investors should adjust.

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event October 2024
5 min
Article
2025-09-30
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maoartwork
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Sahm rules are meant to be broken

Fed easing is finally here and fundamentals remain favorable. But what about that election? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.

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event October 2024
12 min
Article
2025-10-31
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1359344663
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Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

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event September 2024
3 min
Article
2025-09-30
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