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The 2026 midterms are only one factor impacting your investments this year. Here are strategies for navigating markets during the election cycle.
Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...
Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.
Market gains despite volatilityJapanese equities advanced in June despite volatility in AI-related stocks and ongoing...
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian...
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The rise in energy prices and closure of the Strait of Hormuz has potentially stirred the embers of the next inflation spike – one centred on food prices.
Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
Western Asset: As US-Iran tensions expand across the region, drawing in additional countries and threatening key strategic waterways, geopolitical uncertainty is widening the range of possible outc...
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