Options markets currently price a quick US midterm election result. But a long count, or unrest, could test markets more than it did in 2021.
Is the end of the correction in sight? Our CIO and Chief U.S. Equity Strategist looks at what could bring this pullback to an end.
Discover how currencies evolved over centuries, shaping economies, financial markets and investment, from the gold standard to digital money.
Market worries have persisted, but Treasury yields, healthy credit discipline, and continued growth in AI demand may tell another story.
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q4 2026.
Article for the Active Fixed Income Q4 2026 Perspectives highlighting investment opportunities across bond markets.
Earnings are expected to accelerate into 2027, but near-term inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights some key market factors guiding sentiment.
After a resilient 2025 marked by tariff uncertainty and cooling inflation, the global economy enters 2026 delicately balanced. Economic growth has proven surprisingly durable, and markets have cont...
Emerging market fixed income entered the fourth quarter of 2026 with an attractive combination of resilient fundamentals and scope for selective growth opportunities.
Find out why AI demand is driving earnings and valuations at semiconductor companies
Brazilian assets tumbled on Monday as investors worried that Lula's comeback victory might compound fiscal concerns in Latin America's largest economy.
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
GMO's 7-Year Asset Class Forecast as of September 30, 2026.
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q3 2026.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
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