Insights

Stagflation risks and a likely general election suggest a volatile environment in 2024.

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.