My views on the economic and market implications of the banking turmoil.

Near-term tailwinds could favor international markets

The 60/40 stocks-bonds portfolio, a traditional investment strategy that has been popular for the past 40 years due to low inflation and strong economic growth, is facing challenges as it is not immune to all market conditions.

Uncertainty persists, but yield is back and fundamentals matter

Headwinds diminishing and valuations now more attractive

Adjusting to an uncertain future

The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios for the opportunities and challenges of 2022

A practical guide on which investment approach may best suit you.