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Analysis (10)

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Dec 02, 2024 |Frédérique Carrier, Rufaro Chiriseri, CFA & Thomas McGarrity, CFA

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

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Old Bourse exchange

Global Insight 2025 Outlook: Europe

Dec 02, 2024 |Frédérique Carrier, Rufaro Chiriseri, CFA & Thomas McGarrity, CFA

Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.

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Tengwang Pavilion Nanchang China

Global Insight 2025 Outlook: Asia Pacific

Dec 02, 2024 |Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling & Shawn Sim

Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.

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Toronto Canada waterfront

Global Insight 2025 Outlook: Canada

Dec 02, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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Global Insight Outlook - lighthouse

Market overview: Equity balancing act

Dec 02, 2024 |Jim Allworth

In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.

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Engineer in car factory

The “Unstoppables”

Dec 02, 2024 |Frédérique Carrier and Jim Allworth

Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.

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The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 |Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Business people talking

Fed rate cuts for what?

Nov 14, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

Oct 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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