Content CoE Program Global Program

Economic cycle Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World USA Article

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.

By

Thomas Mucha

event

4 min

Article

2025-02-28

Economic cycle Interest rates Monetary policy Content CoE Program Global Program Yielding insights Article

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.

By

Brij Khurana

event

4 min

Article

2025-08-31

Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article

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.

By

Nanette Abuhoff Jacobson

event

3 min

Article

2025-08-31

Fixed income Economic cycle Monetary policy Content CoE Program Global Program Credit USA Inflation Interest rates Yielding insights Article

Still waiting…Fed wants more data before cutting policy rates

Our expert dives into Fed policy following the July FMOC meeting.

By

Jeremy Forster

event

3 min

Article

2024-10-31

Elections Interest rates Strategic allocation DB Public Program Content CoE Program Global Program Top of Mind USA Fixed income iStrat Article

Does the US election even matter? Thoughts on politics, Fed policy, and portfolios

What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.

By

Adam Berger, CFA

Michael Medeiros, CFA

event

9 min

Article

2025-06-30

Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

By

Dáire Dunne, CFA

Aaron Koh

event

8 min

Article

2025-06-30

Fixed income Market disruptions Volatility Content CoE Program Global Program Macro and market Multi-asset USA Article

Ok, Boomer: How US generational wealth distribution could upend the economy and markets

Fixed Income Portfolio Manager Brij Khurana discusses the implications of US Baby Boomers' wealth concentration in the event of a market decline.

By

Brij Khurana

event

5 min

Article

2025-06-30

Interest rates Outlook Asset allocation Content CoE Program Global Program Inflation Tactical allocation Article

All-time highs and CPIs: What comes next?

Global fundamentals have kept markets content so far this year, but will politics sour the mood? Members of our Investment Strategy & Solutions Group offer their views on the second half of 2024, including on equities, bonds, and commodities.

Multiple authors

event

14 min

Article

2025-01-08

Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article

Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

Multiple authors

event

Article

2025-07-31

Our Funds

Literatures

Featured Funds

Content CoE Program Global Program

legal Information