Key Talking Points Will Oil Prices Return to Pre-War Levels? It Depends on China’s Economic Growth One of the key questions for investment professionals is
Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal Reserve leadership transitions to
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the
We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic
Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income
In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t
As we wrote in our recent Rate and Credit View, the case for global bonds has strengthened as the structure of fixed income markets —
As strikes on Iran continue and the Strait of Hormuz remains effectively closed, it’s clearly too early for market watchers to stop thinking about geopolitical
Lower oil “intensity” — less oil used per dollar of economic output — means energy shocks have a smaller impact on growth than in past
