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Showing 10 of 84 Insights Posts
1096496308
Archived info
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.
Main final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Scaling opportunities in a new economic era

Explore our latest views on risks and opportunities across the global capital markets.

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event January 2025
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event December 2024
4 min
Video
2025-12-31
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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.
1096496308
Archived info
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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
586023680
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

It’s different this time: Trump faces challenging geopolitical dynamics

Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.

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event November 2024
3 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.
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Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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event November 2024
6 min
Article
2025-11-30
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2164243048
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Trump win likely to accelerate macro trends already in motion

The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.

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event November 2024
5 min
Article
2025-11-30
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478598956
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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.

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