Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context. It’s the pulse check you need to make strategic and tactical portfolio moves – and provides fuel for critical client conversations.
Strategic Views Into What’s Driving Today’s Investment Landscape
Put the power of leading global strategists, economists, and portfolio managers to work for you. Our experts continually monitor key themes around trends, opportunities, and risks. They have decades of experience analyzing challenging markets, which means you can benefit from insight that you simply can’t get anywhere else.
Our Latest Macro Content
Tap into the latest macro insights on key issues from our strategists, investment managers, economists, and portfolio consultants. View all macro insights
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
Access the resources you need to keep pace with a changing economic world – in a single place.
Geopolitics and Government Policy
Take a deep dive into what’s driving the political landscape in Washington DC and beyond – and how current events and regulatory changes may impact investors’ portfolios. See Policy & Politics updates
Listen Now or Subscribe
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.