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Macroeconomic & Geopolitical
The Active Share Podcast: The Age of Oil
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Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
Market Outlooks
Global Stocks Rise on US Jobs and Debt Ceiling Agreement, Central Banks in Australia and Canada to Meet
The U.S. added jobs well beyond expectations, though unemployment rose. Central banks in Australia and Canada are expected to stand pat on rates.
Market Outlooks
What’s Shaping India? 5 Emerging Trends
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Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
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When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.
Market Outlooks
Debt Ceiling Deal: What It Is, What’s Next and What It Means for Investors
While investors likely have been expecting a debt-ceiling deal to avoid a potential U.S. default, some complicated steps remain.