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
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
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
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