As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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Will the Fed’s inflation fight go too far?

December 16, 2022 |Thomas Garretson, CFA

As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.

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Not a phantom rally in equity markets

December 01, 2022 |Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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Global Insight 2023 Outlook Regional Focus: Asia Pacific

December 01, 2022 |Jasmine Duan, Nicholas Gwee, CFA & Shawn Sim

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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Global Insight 2023 Outlook: Europe

December 01, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

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Global Insight 2023 Outlook: Canada

December 01, 2022 |Sunny Singh, CFA and Ryan Harder, CFA

The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.

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Global Insight 2023 Outlook: The United States

December 01, 2022 |Kelly Bogdanova and Thomas Garretson, CFA

U.S. markets could change course more quickly, and in different ways, than investors might assume.

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What are the investment implications of a UK recession?

November 17, 2022 |Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

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What are the risks and opportunities in an unsettled investment environment?

November 10, 2022 |Joseph Wu, CFA

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.

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