- Co-Head of Investment Strategy
United States, Institutional
Change
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
This past year, with structurally higher inflation and rising interest rates, both equity and bond markets declined, challenging this risk mitigating relationship. So we want to emphasize the importance of looking for downside mitigation in different places.
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Trump 2.0: US election market impacts
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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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What do the US election results mean for investors?
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Trump win likely to accelerate macro trends already in motion
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Monthly Asset Allocation Outlook
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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.
Multiple authors