Markets Recon

But what about the deficit?

On the heels of Moody’s rating downgrade of US Treasuries and continuing budget negotiations in the US Congress, higher uncertainty has resulted in a re-pricing of term premium in the bond market.

By J.P.Morgan Asset Management In Macro, Fixed Income

Featured Partner Insight

Private Markets, Edition May 2025

By UBS Asset Management In Private Markets

A multi-year tailwind for EM assets

By Ashmore Group In Macro, Equities

Investment Weekly

By HSBC In Fixed Income

The Week in Markets
🇺🇸 S&P 500 enjoys best May since 1990 despite "confusion ahead"

President Trump’s sweeping tariff agenda hit a legal wall this week when the US Court of International Trade ruled his emergency-based tariffs exceeded his authority. However, higher courts have temporarily stayed the ruling, allowing tariffs to continue amid a rising tide of global uncertainty.

Markets initially cheered, with equities rebounding and Treasury yields easing from highs. The S&P 500 enjoyed its best May since 1990, gaining over 6%.

AGF Investments warned of “months of confusion” ahead, however, noting that even a Supreme Court decision may not bring finality...

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Japanese stocks can coexist with a strong yen

Letter from SuMi TRUST AM - In this article we discuss how Japanese stocks can coexist with a strong yen

By SuMi Trust AM In Equities

Bank Retrenchment Creates Attractive Opportunities for Credit Investors

Watch PIMCO President and Global Head of Credit Research Group, Christian Stracke, share insights at this year’s Milken Institute Global Conference.

By PIMCO In Industry, Macro, Fixed Income

An overview of major cryptocurrencies

Explore the fundamentals of cryptocurrencies. Discover how digital currencies can help diversify your investment portfolio.

By Invesco In Macro, Thematic / Megatrends, Digital Assets, Portfolio Construction

Latest Outlooks

Multi-Asset – Investment Outlook – 2025: May Insights

The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.

By Pacific Asset Management In Macro, Portfolio Construction

2025 Midyear Investment Outlook – Asia Fixed Income: High Yield

We still expect income to be the core driver of Asia high yield bond returns going into 2H 2025. Find out more.

By Invesco In Macro, Portfolio Construction, Fixed Income

2025 MIDYEAR OUTLOOKS

As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.

By Morgan Stanley In Macro, Portfolio Construction, Sustainability, Equities

Switzerland Real Estate Outlook – Edition May 2025

Back in the low-interest environment

By UBS Asset Management In Macro, Private Markets, Portfolio Construction, Sustainability

See more Outlooks

Private Credit Investing in Volatile Times

Jim Vanek, Partner and Co-Head of Global Performing Credit at the firm, explains why the demand for private credit remains strong and is expected to be reinforced by economic uncertainty.

By Apollo In Private Markets, Macro, Fixed Income

Explore the future opportunities of renewable energy for construction projects

As the world increasingly turns to renewable energy to combat climate change and reduce carbon emissions, understanding the optimal locations and technologies for these energy sources becomes crucial.

By WTW In Thematic / Megatrends, Sustainability, Commodities, Equities

Why income investing in emerging markets

Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.