Markets & Investing
What are the themes and megatrends driving our investment outlook? How will the latest market dynamics affect your portfolio? From market updates to long-term strategic thinking, we tap the extensive knowledge and experience of our economists, strategists and asset-class specialists to provide the insights that can help you achieve your goals.
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Investment Strategy
Equities and bonds rallied, is the market at a turning point?
Geopolitical tensions have eased (at least for now), even as they continue to linger. So are markets now at a turning point? And if so – will the rest of the world have a window of opportunity to finally outperform the U.S.?
Investment Strategy
Retest your investments—with the new returns outlook
It may be time to expand your investing toolkit beyond the familiar
Investment Strategy
Investing for a world in transition
You may need different kinds of diversification to boost potential returns.
Economy & Markets
Mr. Toad's Wild Ride: The impact of underperforming 2020…
The impact of underperforming 2020 and 2021 US IPOs.
Asia Mid Year Outlook
China’s macro outlook
While we are optimistic on China’s consumption recovery, our growth outlook for China is below consensus.

Economy & Markets
Too Long at the Fair
Time to retire the US/Emerging Markets barbell for a while.
Investment Strategy
What we're targeting now in Alternatives
Explore the areas that we’re most excited about and how they may help you meet your goals.
Economy & Markets
13th Annual Energy Paper
Renewables are growing but don’t always behave the way you want them to.
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Economy & Markets
Help Wanted
Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states
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