Latest Insights

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Global Insight 2025 Outlook executive summary: Beyond the horizon

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

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Want to make financial gifts to family or charity? Here’s how

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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AI through an ESG lens

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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