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Monetary policy

Showing 10 of 15 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

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

Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

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event August 2024
4 min
Article
2025-08-31
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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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Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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event January 2024
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.
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Why cash won’t cut it for long: The case for bonds

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.

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event August 2023
Quick Take
2024-08-31
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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 pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three macro assumptions that could be just plain wrong

Fixed Income Portfolio Manager Brij Khurana offers his non-consensus take on three entrenched, but potentially flawed, beliefs in today's market environment.

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event April 2023
Quick Take
2024-04-21
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Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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event March 2023
Whitepaper
2024-03-31
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SVB collapse: What are the implications?

Multi-Asset Strategist Supriya Menon shares her latest perspectives on the collapse of Silicon Valley Bank Financial Group (SVB) and the unfolding implications for investors. (Published 14 March 2023)

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event March 2023
Quick Take
2024-03-15
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Understanding the US banking sector shake-up

Investment Communications Managers Jitu Naidu and Adam Norman detail recent US bank failures and analyze the implications. (Published 14 March 2023)

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event March 2023
Quick Take
2024-03-15
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On to the next crisis: Glimpsing a post-SVB world

Amid the turmoil in the US banking sector, Global Investment Strategist Nanette Abuhoff Jacobson suggests investors consider pivoting to a “risk-management mode” that favors higher-quality assets. (Published 14 March 2023)

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event March 2023
Quick Take
2024-03-15
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Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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event August 2022
Article
2023-07-31
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