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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.
Market Outlooks
Global Weekly Commentary: Macro outlook retakes spotlight
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Last week’s U.S. debt ceiling deal removes near-term uncertainty and thrusts the market’s focus back to the macro picture: sticky inflation due to tight labor markets.
Market Outlooks
Market Week in Review: Congress passes debt-ceiling deal
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
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We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Market Week in Review: Debt-ceiling talks continue in Washington, D.C., as deadline looms
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.