Content (355)
-
White papersMacro outlook: Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
-
White papersA wider pitch: lessons from the largest football World Cup in history
The 2026 football World Cup will be the largest in history. For the first time, 48 nations will compete, up from 32, and it will be co‑hosted across three countries: the United States, Canada and Mexico. This expanded format creates more qualifying places, particularly for regions that have historically been under‑represented and introduces additional routes into the tournament.
-
White papersStock market outlook: 3 themes for the second half of 2026
If you take your cues from the daily news headlines, you can find any number of reasons to feel squeamish about the stock market.
-
White papersEuropean equities: an underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth expectations. However, this perspective understates their true potential. Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, offering investors access to high-quality companies with competitive advantages, attractive valuations and long-term structural growth drivers.
-
White papersWhy AI will transform, not replace, your job
Ask ChatGPT whether layoffs at Big Tech companies are a preview of what’s coming for everyone else, and its answer is as clear as mud: Not yet. But the warning signs are real.
-
WebinarWebinar: Geopolitics and the US midterms
Watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election‑year markets.
-
White papersMacro Brief: How might Kevin Warsh steer the Fed?
Incoming Federal Reserve chair Kevin Warsh is entering a period of inflation uncertainty, an uneven labour market, geopolitical pressures and elevated debt, all of which may limit policy flexibility.
-
VideoWhat Role Can Emerging Markets Debt Play in Institutional Portfolios?
Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors. Against a backdrop of changing trade dynamics, shifting commodity prices and divergent country fundamentals, the panel explores the role of careful selection, active management and bottom-up research when assessing the asset class.
-
White papersHow AI is reshaping US equity markets
Signs of transformation are emerging in US equity markets amid a torrent of AI-related spending. The shift comes after more than a decade of concentrated gains for market-cap-weighted indices, which, thanks to a narrow group of mega-cap technology stocks, pushed valuations to historic extremes.
-
White papersThe next phase for US equities: Broader, resilient, durable
It would be difficult to overstate just how complex the current environment has become. Geopolitical tensions, shifting trade policy and an unpredictable political environment have all contributed to a climate where uncertainty feels like the default.
-
White papersLooking beyond conflict: Viewing volatility as opportunity
Investors are climbing a high wall of worries in 2026. With wars in the Middle East and Ukraine, messy trade disputes in the world’s major economic regions, growing fears over the impact of artificial intelligence, and deep political divisions in the United States and elsewhere, it can be difficult to remove emotions from practical investment decisions.
-
WebinarWebinar: AI bulls versus bears
In this webinar, equity portfolio manager Chris Buchbinder and economist Jared Franz examine the bull and bear cases for AI: bubble risk, productivity signals and when profitability may show up.
