Recent Posts

Executive summary: Global Insight 2026 Outlook

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

The Fed takes a turn down easy street

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

S&P 500 rally: When a rising tide lifts some boats more than others

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

More but less

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Quarter-century crossroads

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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