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Markets are shifting toward tangible assets as inflation, geopolitics and supply constraints reshape investment. AI enthusiasm looks overextended, while industrial depth, energy security and mispri...
In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge ce...
Please join Ralf Preusser in discussion with Aditya Bhave, Mark Cabana, Alex Cohen and Shruti Mishra to review the US payroll report. The US labor market remains central to the outlook for US monet...
Although nonfarm payroll growth has improved in recent months, I expect weaker results ahead.
Mideast hopes, AI enthusiasm, strong US data boost stocks.
The Bank of Japan keeps its currency value contained. Vaibhav Tandon explains.
Hedging our expectations about a tariff refund windfall. Ryan Boyle explains.
In this Economics Weekly, Richard de Chazal examines the U.S. housing market and discusses its opportunities and challenges in the year ahead.
For a comprehensive overview of our 2026 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, ple...
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