Economic Trends
Explore observations on markets and the global economy from our investment professionals.
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Model Portfolios Blog
06 March 2025
Read Time 4 MIN
Trump’s tariffs, AI’s next phase, and a potential U.S. gold revaluation could shake markets—investors who stay ahead of these transitions will be best positioned.
Economic Trends Blog
16 August 2024
Read Time 7 MIN
Diversify beyond U.S. mega-caps, stay short on fixed income while selectively adding duration, and seize global growth opportunities with our targeted strategies to navigate today’s market challenges.
Emerging Market Equity Blog
31 March 2024
Read Time 4 MIN
India's rapid digitization, thriving equity market and demographic trends are creating compelling investment opportunities that we believe investors should be exploring.
Economic Trends video
21 February 2024
Watch Time 3:14 MIN
Economic Trends Blog
04 January 2024
Read Time 4 MIN
Discover why savvy investors are starting to cool on Tbills and where they're turning next for greater returns in a market poised for change.
Economic Trends Blog
28 April 2023
Read Time 2 MIN
Most EM central banks are happily on hold. Can policy tails (both cuts and hikes) become “fatter”?