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Each week, our Global Market Strategy team shares their read on the market, mapped to actionable investment takeaways.
Asian markets fell after the US proposed 100% tariffs on Chinese imports. With both sides signaling openness to dialogue, investors may find opportunities amid volatility and strategic shifts.
US bounces back - but still less exceptional?
Examining the S&P 500 High Dividend Index Amid Changes in Monetary Policy Whether it’s the beginning of the school year or the drop in temperatures, September is often seen as a month of change. Th...
U.S. Treasury Secretary Scott Bessent sought to reassure markets as a new bout of U.S.-China trade tensions generated heightened volatility. With the U.S. government shutdown in its third week, inv...
Recent pressure on the Fed threatens a longstanding central banking consensus. The logic behind this pressure is flawed given the role and nature of long-term rates. The risk is inflation, but port...
As of March 2025, approximately 70% of euro area household savings were held as bank deposits.[1]..
Join Ian France this week as he offers his thoughts on the muni market’s tone, long-end value, and how active managers are approaching credit and curve positioning.
In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As t...
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