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Insights Posts
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.
12
min
Article
2026-03-31
Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
8
min
Article
2026-05-31
Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
4
min
Infographic
2026-03-31
Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
8
min
Article
2025-12-31
Chart in Focus: Is the “Trump trade” real?
Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.
3
min
Infographic
2025-11-29
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Chart in Focus: What does the rate cut mean for equities and bonds?
Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.
3
min
Infographic
2025-09-30
Chart in Focus: The need to differentiate market growth from macro growth
Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?
3
min
Infographic
2025-09-30
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
6
min
Article
2025-09-30
URL References
Related Insights
Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors