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Markets and outlooks

Showing 10 of 469 Insights Posts
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — December 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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event January 2025
18 min
Whitepaper
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — November 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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event January 2025
18 min
Whitepaper
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.

Picture this: Economic forecast in 6 charts

We offer our 2025 economic and market forecasts across the capital markets in 6 charts.

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event January 2025
10 min
Article
2025-07-15
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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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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Asset Allocation Outlook

Is your portfolio all set for 2025? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.

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event January 2025
4 min
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.
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.
Neoclassical columns in a row - camera canon 5D mark II - unsharped RAW - adobe colorspace
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top 5 fixed income ideas for 2025

Fixed Income Strategist Amar Reganti and Investment Communications Manager Adam Norman outline which five areas of fixed income may be best positioned in 2025.

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event January 2025
5 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.

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.
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.
Alternatives Outlook
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Three performance drivers could help hedge funds rev up returns

Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.

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event January 2025
6 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.
Alternatives Outlook
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Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

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event January 2025
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.