Despite ongoing trade policy uncertainty, the economy has shown resilience. The Broad Markets Fixed Income team explores how this dynamic affected bonds over the last month, and how it could impact future markets.
The Value team has long believed that all investors are subject to behavioral biases. In view of market volatility, the team used a portfolio exercise designed to temper behavioral bias toward loss aversion to bolster their buy-and-sell decisions.
Given protectionism and tariffs, the short-term outlook for electric vehicles may seem uncertain, yet China and South Korea are quietly accelerating in emerging markets and beyond. Amy Oldenburg explains.
In The BEAT for June we highlighted three important themes, amongst others, that we see across the global investment landscape.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Die Zölle könnten Wachstum und Erträge unter Druck setzen. Das International Equity Team erklärt, warum „Nicht-Halten“ weiterhin positiv sein könnte.
The race for electric vehicle (EV) leadership is shifting gears. In a world increasingly shaped by protectionism and tariffs, the short-term outlook for EVs may seem uncertain.
