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USA Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World Article
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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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Thomas Mucha

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3 min
Article
2025-11-30
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USA Elections Wellington on Washington and the World Content CoE Program Global Program Multi-asset Article Sourced Group (iSci, iStrat)
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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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Michael Medeiros, CFA

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5 min
Article
2025-11-30
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USA Elections Tactical allocation Content CoE Program Global Program Wellington on Washington and the World Multi-asset iStrat iStrat Video
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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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2025-11-30
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Fixed income Credit Monetary policy Content CoE Program Global Program USA Article
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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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By

Caroline Casavant

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3 min
Article
2025-09-30
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Economic cycle Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World USA Article
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Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

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By

Thomas Mucha

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4 min
Article
2025-02-28
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1153764271
Economic cycle Interest rates Monetary policy Content CoE Program Global Program Yielding insights Article
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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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By

Brij Khurana

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4 min
Article
2025-08-31
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Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article
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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.

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By

Nanette Abuhoff Jacobson

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3 min
Article
2025-08-31
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Multi-asset Outlook Tactical allocation Content CoE Program Global Program Multi-Asset solutions Article
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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.

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Nick Samouilhan, PhD, CFA, FRM

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5 min
Article
2025-07-31
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