Insights

The S&P 500’s surge over the past nine months doesn’t feel to us like the start of a new bull market, but rather like the last leg of the current rally.

Despite an overall muted outlook for the region, we see interesting opportunities in a range of sectors.

The Fed wants time to assess more data, but what might that look like by the next decision? We unpack the Fed’s thinking and what it means for investors.

Critical minerals are the building blocks of most modern technologies. We explore the drive for resilient supply chains and weigh the portfolio implications.

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

Following a two meeting pause, the BoC resumed tightening with a 25 bp hike lifting the overnight rate to 4.75%

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?