Markets have become increasingly charged, unpredictable and narrow, evidenced by the risk-on rally in response to Donald Trump’s presidential victory and the dominance of US tech giants, aka the "Magnificent Seven".
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Since September 2024, Chinese policymakers have focused on delivering a series of stimulus packages to inject new life into their struggling economy and boost share prices.
As we enter 2025, the Broad Markets Fixed Income Team provides a comprehensive analysis of anticipated trends in fixed income markets, highlighting key areas of opportunity and caution for investors.
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.
2024 has experienced one of the top momentum runs of the past thirty years. Historically, such strong performance has led to a near-full reversal in performance in the subsequent year. Cyril Moulle-Berteaux explains.
Our 1GT team discusses their five key lessons learned from Climate 1.0 and how they can be applied to climate investing today.
Counterpoint Global’s Disruptive Research revisits their 2017 paper on Autonomous Vehicles, highlighting key developments, challenges, and opportunities around trucking and robotaxis.
As the global macro-economic environment continues to improve, the case for real estate investing has become more compelling.
