Market & Investment Trends

A forward-looking view into five Sustainable investing themes that will shape investment strategies in the coming year

We analyze the impact of U.S. tariff proposals on markets and how investors can manage their portfolios accordingly.

How financial market conditions, the path of interest rates, the global economy and policies by the income U.S. government may impact performance.

How financial market conditions, the path of interest rates, the global economy and policies by the income U.S. government may impact performance.

While we expect the value premium in European equities to persist, it is critical to select a strategy designed to target value precisely to achieve desired outcomes.

If a shutdown occurs, we expect it to be short-lived with limited market impact likely unless it extends longer.

Increasing rates, potential oil disruptions from Middle East tensions, and continuing economic uncertainty, may contribute to market volatility.

As U.S. earnings estimates keep edging up, high expectations could clash with a stalling global economy. How are we positioned?

Lower inflation and durable economic growth have produced positive sentiment. But U.S. earnings growth expectations appear overly optimistic, a sign of complacency seeping into the market.

Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.

The stock and U.S. jobs markets surged in the second quarter despite higher interest rates, but the Federal Reserve may dampen the party eventually.

States have built resiliency to a moderate recession, which we believe will limit credit downgrades and volatility.