Viewpoints about Global
-
Ukraine-Russia conflict—what investors should know
Russian President Vladimir Putin ordered a military attack on Ukraine, creating volatility in world markets. This conflict is affecting oil prices, stocks, and bonds. How should investors react to the escalation of tension in Eastern Europe?
Read more
-
Timing is everything: Three-minute macro
In the coming months, we expect the market to put emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.
Read more
-
Global Macro Outlook—an uneven recovery begins
The worst of the economic impact arising from the pandemic seems to be over. Our macroeconomic strategy team examines the issues that could shape the recovery.
Read more
-
Foresight April 2020: Key macro themes and market outlook
The COVID-19 outbreak has reshaped the economic landscape. Find out how recent events have changed our asset allocation team's views on different asset classes.
Read more
