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One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?
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.
As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.
Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.
A turn towards austerity even as the UK economy enters a recession creates challenges for a new government.
The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.
U.S. markets could change course more quickly, and in different ways, than investors might assume.
We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.
Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.
While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.