Our Capital Market Assumptions 10-Year Outlook: 2025 Edition is now available world-wide. Be sure to read our full CMA Outlook and Executive Summary, which can be accessed now on our website. For U.S.: & all other regions:

Markets rallied after a surprise tariff rollback, but with valuations stretched and policy signals still mixed, investors appear to be leaning toward flexibility, fundamentals, and selective exposure - for U.S.: & all other regions:

Tariff shocks are being cushioned— for now. But pressure on margins and prices may hit next. Get our latest insight - for U.S.: & all other regions:

The tariff shock doesn’t mean that now is the time for drastic portfolio moves. Watch our latest MarketScape for more - for U.S: & all other regions:

As policy uncertainty grows, we consider how tariffs and other government actions might impact inflation, interest rates, and market sentiment - for U.S.: & all other regions:

The Fed holds steady, but is the path to cuts this year still open? Powell’s latest remarks suggest it might be - for U.S.: & all other regions:

Markets have been rattled by shifting policies and slowing growth, but does that mean a recession is imminent? Watch MarketScape to get our take - for U.S.: & all other regions:

Treasury teams face mounting pressures; we explore how AI-driven automation and integration solutions can streamline workflows, strengthen security, and drive more informed decision-making - for U.S.: & all other regions:

As globalization takes on new forms, the world remains interconnected. While goods trade slows, services trade is growing, proving global connections are shifting, not disappearing. Learn more - for U.S.: & all other regions:

There are two significant policy risks looming in the weeks ahead. We believe the optimal way to navigate these risks is through a tactical and flexible approach. Get insight from our experts - for U.S.: & all other regions:

Factor performance fluctuates; AI may help investors respond. Explore how dynamic factor timing may offer investors a more adaptable approach to changing markets. Watch MarketScape to get our take - for U.S.: & all other regions:

AI’s adoption and advancement rates may counter declining productivity resulting from demographic shifts. Our confidence lies in AI’s longer term productivity boost versus shorter term adoption - for U.S.: & all other regions:

Our 10-year market outlook forecasts higher bond returns and moderate equity returns versus the previous 10 years. We see AI, new energy sources, and global trade as key drivers of market performance. For U.S.: & all other regions:

How can AI help investment results? Our research on factor-based equities shows one possibility. For U.S.: & all other regions:

U.S. tariffs talks have started. See how investors may manage through them - for U.S.: & all other regions: #investing

2025 Municipal Bond Sector Outlook: Discover how 2024’s economy carved a path for this year’s municipal bonds. Learn more - for U.S: & all other regions:

What are the takeaways from the S&P 500’s recent rebalancing? Find out here - for U.S.: & all other regions:

Just 2 Fed rate cuts for 2025? Labor market could have a say. For U.S.: & all other regions #investing

We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities - for U.S.: & all other regions:

Outlook 2025: Why we think high yield bonds could be an attractive investment - for U.S.: & all other regions: #investing