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Top picks
Reports |
Macroeconomic
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Chart of the Week |
Macroeconomic
U.S. policy uncertainty has remained elevated and consumer sentiment has weakened. Even so, the economy has stayed resilient, and because growth has held up better than sentiment and headlines suggest, we continue to forecast 2% U.S. growth in 2026, in line with trend.
Article |
Macroeconomic
The rules of the market may have changed. How should multi-asset investors respond?
Article |
Macroeconomic
As 2026 neared its mid-year point, concerns about the impact of geopolitical shocks on inflation and growth have lingered despite hopes for a scaling back in the Middle East conflict.
The value of investments can fall. Investors may not get back the amount invested.
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