A September rate cut would be an “insurance policy” against job market weakening.
August 2025 monthly market commentary.
Franklin Templeton Fixed Income economists weigh in on the future of monetary policy across the globe. US Federal Reserve Chair Jerome Powell hints at a potential rate cut in September. Meanwhile,...
Fixed income was challenged in 2022 due to inflation and rising rates, causing historic losses. But Insight Investment head of global credit, Adam Whiteley believes current high bond yields offer s...
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
The latest issue of ‘Outlook & Convictions’, a publication led by the Global Investment Research Team from Private Banking, in collaboration with our Group’s experts, is now available.
Private markets are entering a new phase of recalibration and opportunity.
Find the August 2025 investment outlook from CIO and Portfolio Manager of the Pacific (PAM) Multi-Asset Team, Will Bartleet.
Swiss real estate once again the safe haven
Invest in the climate transition with an active ETF using sovereign bonds. Powered by ASCOR data for top climate-focused countries.
Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, r...
Our macro scenarios reflect our view that a hard landing for the U.S. economy looks increasingly likely, although a soft landing is still possible. Inflation forecasts and other key factors underpi...
The July 2025 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version detail...
Our latest capital market assumptions (CMAs) include India rupee-denominated CMAs to capture the long-term opportunity we see unfolding in India. Our CMAs also reflect the rise in global bond yield...
Although navigating by the stars can seem brave and adventurous, we would not recommend it on financial markets. Better be equipped with a solid compass!
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