Insights

2 minute watch

Investors are still drawn to liquidity products in the UK and EU despite the rate cuts.

2 minute read

The factors that supported MBS last year are still in place.

7 minute read

Preparing for volatility while staying positioned for a positive long-term outcome.

5 minute read

A variable order of events will influence bond markets

13 minute read

Potential surprises for the market in 2025 seem balanced; staying tilted toward stocks, with cash in reserve for a correction if it comes.

2 minute read

Three things to watch in 2025.

2 minute read

Three things to watch in 2025.

2 minute read

Three things to watch in 2025.

2 minute read

A small number of people could have a large impact on the economy in 2025.

2 minute read

The coming year may be more volatile than the one nearly past. 

2 minute read

Three things to watch in 2025

4 minute read

The themes that matter for the coming year.

5 minute read

The themes that matter for the coming year.

4 minute read

Markets should rise toward 7,500 in 2026 as Trump’s growth agenda plays out and the chess game moves forward.