Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 | Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Empire State building over NY City Skyline Global Insight 2024 Outlook US

Global Insight 2024 Outlook: United States

Dec 04, 2023 | Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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Global Insight 2024 Outlook: Europe

Dec 04, 2023 | Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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Global Insight 2024 Outlook: Asia Pacific

Dec 04, 2023 | Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling, and Shawn Sim

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

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Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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