Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week had ramifications for rate expectations, tech stocks, and the US dollar.
With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.
At the start of the week, long-term U.S. Treasury yields ticked up due to stagflation fears and concerns about heavy issuance. On Tuesday, the curve steepened modestly, with 30-year bond yields hov...
Fed Chair Jerome Powell opens the door to policy easing with no clear timeline.
The Hang Seng Index is up nearly 30% YTD, fueled by Chinese AI innovation and macroeconomic tailwinds. With rate cuts, strong inflows, IPO leadership and attractive valuations, momentum in Hong Kon...
Unified Global Alternatives - Hedge Funds Third Quarter 2025
Our summary of developments in emerging market debt in July 2025 and outlook.
Targeting tomorrow’s winners
D&P’s CIO David Grumhaus discusses Water investing on the Real Assets Adviser Podcast.
SGD bonds offer stable returns during periods of uncertainty.
A multi-asset strategy could help manage risks and deliver more precise outcomes
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!
Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.
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...
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
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