Insights

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return. This playbook may help.

The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.

Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.

Chief U.S. Economist Lara Rhame reflects on Q1 so far.

Chief U.S. Economist Lara Rhame shares her initial reactions to the Russian invasion of Ukraine and what it means for the global economy.