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          <p>Q4 Guide to the Markets</p>

          The latest edition of the Guide to the Markets features the key charts that investors need to make sense of an increasingly complex backdrop, adding context to the main issues driving economies and markets over the coming quarters.

          AI-conscious asset allocation: Portfolio construction in a capital investment boom

          How can investors harness AI’s extraordinary potential while maintaining appropriate levels of portfolio risk diversification? A new report from the Strategic Investment Advisory Group explores this pivotal question.

          Eye on the Market | Rear Window

          Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-to-school piece, Michael Cembalest, Chairman of Market and Investment Strategy, prepared a rear window post-mortem on each.

          Mid-Year Investment Outlook 2026

          Discover the latest analysis from our Market Insights team on the global economy and the prospects for global markets, including the main opportunities and risks across asset classes.

          Insights

          Harnessing the power of perspective to build stronger portfolios

           

          For more than a century, through changing market cycles, the individuals, families, businesses and institutions we serve have relied on our perspective to help them build stronger portfolios. Together with our clients, partners and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.

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