Insights

Janet Engels shares what’s top of mind for investors, and reflects on where opportunities can be found.

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

Following the downfall of Silicon Valley Bank, a large Swiss financial institution has nearly failed, adding to stress in the financial system.

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

As SVB’s demise roils markets, we examine the regulators’ fast action and what the “costs” of that may be, as well as implications for Fed rate hikes.

As the Fed signals more rate hikes ahead, we look at the prospects for further aggressive tightening and whether the Fed may be missing the mark.

Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.

Will the potential for a more constructive approach to UK-EU relations help restore investors’ interest in the UK’s undervalued equity market?

We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.