Wealth Blog

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

advisor looking at stock charts on computer

Recession or not, perspective is called for

June 30, 2023 |The Global Portfolio Advisory Committee

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

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?

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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Positioning for inflation shocks

Recession or not, perspective is called for

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

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

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