The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

 January 23, 2023 |John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

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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?

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Sameer's Biweekly Insight

 January 20, 2023 |Sameer Azam
Quick update before the weekend… Happy new year. The market narrative hasn’t changed much to start the year, with inflation, interest rates, and recession risks still very much front and centre. Nevertheless, there have been some developments over the...
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two people on beach looking at waves

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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