- Investment Strategy Analyst
United States, Institutional
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This is a section of our Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.
How can allocators navigate markets when so much about the policy and geopolitical landscape is unknown and the details, once they emerge, could have major implications for sectors, companies, and regions? Members of our Investment Strategy & Solutions Group share their approach, including the results of their scenario-based analysis and their overweight and underweight views on equity, bond, and commodity markets. They also offer perspectives on inflation, market concentration, small-cap stocks, and a range of long-term themes shaping investment opportunities.
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Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
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