Insights

Stagflation risks and a likely general election suggest a volatile environment in 2024.

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.

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

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