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Fiscal policy

Showing 3 of 3 Insights Posts
1146605758
Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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Brij Khurana

event April 2025
5 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
maoartwork
Fiscal policy Monetary policy Tactical allocation Content CoE Program Global Program Quarterly Asset Allocation Outlook Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Oh baby, baby, it’s a wild world

Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.

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By

Nanette Abuhoff Jacobson

Supriya Menon

event April 2025
12 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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By

Santiago Millán, CFA

event January 2023
Article
2023-12-31
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