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.
Join host Ritu Vohora and Chief U.S. Economist Blerina Uruçi on “The Angle” to explore U.S. fiscal policy, candidate taxation priorities, and why the U.S. is such a unique economy.
The balance of stability and income potential supports the case for the asset class
Presidential election will shape the pace of deglobalization
Attractive yields and expected return of diversification benefits are supportive
The outcome of the presidential election could have important implications for US energy policy
A number of key US health care issues will continue to be a primary focus for the next US president
South Korea launched a "Corporate Value-Up Program" to boost stock valuations, but unique market challenges could complicate its effectiveness.
The next US president faces a significant fiscal cliff in his first 12 months in office
How could asset managers use AI to boost and refine investment research? Host Jennifer Martin is joined by Jordan Vinarub, head of our Tech Development Center, and Jay Nogueira, Director of Equity Research.
Beyond the technology sector, how is artificial intelligence being used in broader market areas? Host Jennifer Martin and guests discuss within the context of the basic resources and real estate sectors, respectively.
The speed of innovation and acceleration of the AI cycle has taken the market by storm. Host Jennifer Martin is joined by David Eiswert, portfolio manager focused on global equities to learn how a diversified portfolio manager is navigating the AI investment cycle.
History shows that momentum-driven markets don’t necessarily lead to market downturns
It’s the economy that matters for US presidential elections and stocks
Key takeaways from meeting more than 50 technology companies
From the Field
An economic “soft landing” is undoubtedly positive, but there are reasons to be cautious
Tailwinds are gathering to support another major leap