The U.S. Supreme Court’s ruling on President Trump’s tariffs may be welcomed by markets but investors must now decipher a host of adjacent issues.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have co...
Within fixed income, high yield bonds reflect an area of credit that has been structurally transformed.
Chinese firms continue to lean on exports. Vaibhav Tandon explains.
EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.
The Reserve Bank of Australia (RBA) raised interest rates by 0.25% to 3.85% on 3 February 2026, becoming the first major developed central bank to break from the global trend of rate cuts. The RBA...
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
We discuss what lies ahead for European real estate.
As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...
The “Magnificent Seven” begin to split as two tech giants break away from the pack.
Our engagements have identified robust AI governance structures and processes whose adoption could help mitigate financially material AI-related risks.
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...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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