Short-term anomalies bring risks, but remaining on the sidelines is riskier.
Explore the evolving dynamics impacting the U.S. dollar's future.
Our Global Investment Solutions team produce a weekly market recap which aims to summarise the previous week’s major events and developments that may impact markets. They try to include points that may aid you in your decision making or conversations with clients. This is supplemented by a market data sheet, offering a summary of financial market performance. Last week’s summary is below.
Explore risk-hedging opportunities in an increasingly complicated market environment.
We believe dynamic withdrawal strategies can help improve retirement outcomes.
In this episode, Eric is joined by Nvidia Founder and CEO, Jensen Huang, as he talks about the advancements coming in artificial intelligence, the importance of being more energy efficient, and AI’s potential to boost economic growth.
What past crises can teach us about investing during market stress
Structural market changes require an understanding of risks and adapting old strategies
An erosion of trust in U.S. policymaking could spark a reversal in portfolio flows, putting pressure on U.S. dollar assets. Meanwhile, tariffs—deflationary for nations exporting to the U.S.—may open the door for rate cuts across both developed and emerging markets. While global trade isn't disappearing, it is being reshaped, creating clear winners and losers in this evolving landscape.
The shrinking U.S. stock market poses a challenge for investors
Trade wars do not produce winners.
Markets appear optimistic about another Trump presidency. But inflation could spoil the party.
The world is transitioning at a pace and scale rarely seen before. Radical innovations in AI and healthcare. Elevated geopolitical tensions, including the raised possibility of tariffs following the US election. A potential slowdown in global growth. Times like these demand actionable insights and the skill of active management. Here’s what to know to navigate the shifts and opportunities ahead.
The ingredients are there for another year of robust growth.
A new generation of treatments are paving the way for a golden age in the sector.
Extending tax cuts and an assertive approach on trade policy likely to be areas of focus.
Discover how rising AI energy demands are reshaping independent power producer credit ratings.
From Political Risk to Political Alpha – Navigating the US Election
The Federal Reserve appears ready to cut rates. Job growth will be key for how stocks perform.
Powerful factors provide a relatively positive backdrop for equity markets in 2025.