Wait and see
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.
2025 U.S. Policy Pulse
Insights to guide investors through the opportunities and risks arising from policy from the new administration.
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Not in a hurry
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Reciprocal tariffs spark sharp market sell-off and increase recession risks
This paper discusses the major tariff announcements by U.S. President Trump, and the investment implications.
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Separating the inflation signal from the policy noise
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Patience with a pinch of hawkishness
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
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Robust economy and policy uncertainty tilts the Fed hawkish
At its final meeting, the Federal Open Market Committee (FOMC) voted to reduce the Federal funds rate by 0.25% to a target range of 4.25%-4.50%, cutting rates by a 100 basis points (bps) or 300 bps annualized in 2024.
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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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Cuts are coming
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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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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