menu
search
Skip to main content
search

iStrat

Showing 10 of 18 Insights Posts
Categories final
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event December 2024
8 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event November 2024
3 min
Article
2025-11-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1132714724
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event November 2024
3 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
478598956
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event November 2024
Video
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event September 2024
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Aerial View Of Spherical Topiary Plant.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event September 2024
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
173899201
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event September 2024
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

Continue reading
event August 2024
3 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

Continue reading
event July 2024
3 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Unlocking investment value in a 3D world

Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “three Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.

Continue reading
event July 2024
5 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.