Policy recalibration kicks off with a 50bp rate cut
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Market Bulletins
Our Market Strategists dive into the major topics and locations impacting the markets and investors.
U.S. Elections
Insights on the 2024 U.S. general election, potential election outcomes, policy agendas and investment implications to help investors navigate the election cycle in portfolios.
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Cuts are coming
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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The decimal and the dot
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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A new supercycle – the clean tech transition and implications for global commodities
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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Rate cuts delayed, but not denied
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Patiently preparing to ease
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Green bonds: Is doing good compatible with doing well in fixed income?
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
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Don’t count on cuts coming soon
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Investing in an election year
Presidential elections always add an extra element of uncertainty to investing, and after a halcyon 2023 in equity markets, could come as a shock to investors. On top of assessing the path of the Federal Reserve, the stability of profits and the consumer, and navigating economic resilience vs. recession, investors will have to grapple with the barrage of headlines about the 2024 election.
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