Markets appear optimistic about another Trump presidency. But inflation could spoil the party.
The world is transitioning at a pace and scale rarely seen before. Radical innovations in AI and healthcare. Elevated geopolitical tensions, including the raised possibility of tariffs following the US election. A potential slowdown in global growth. Times like these demand actionable insights and the skill of active management. Here’s what to know to navigate the shifts and opportunities ahead.
The ingredients are there for another year of robust growth.
A new generation of treatments are paving the way for a golden age in the sector.
Extending tax cuts and an assertive approach on trade policy likely to be areas of focus.
Discover how rising AI energy demands are reshaping independent power producer credit ratings.
From Political Risk to Political Alpha – Navigating the US Election
The Federal Reserve appears ready to cut rates. Job growth will be key for how stocks perform.
Powerful factors provide a relatively positive backdrop for equity markets in 2025.
Join host Ritu Vohora and Chief U.S. Economist Blerina Uruçi on “The Angle” to explore U.S. fiscal policy, candidate taxation priorities, and why the U.S. is such a unique economy.
The balance of stability and income potential supports the case for the asset class
Presidential election will shape the pace of deglobalization
Attractive yields and expected return of diversification benefits are supportive
The outcome of the presidential election could have important implications for US energy policy
A number of key US health care issues will continue to be a primary focus for the next US president
South Korea launched a "Corporate Value-Up Program" to boost stock valuations, but unique market challenges could complicate its effectiveness.
The next US president faces a significant fiscal cliff in his first 12 months in office
How could AI impact the broad economy? Host Jennifer Martin is joined by Blerina Uruçi, Chief U.S. Economist, and Kimberly Johnson, Chief Operating Officer, to discuss AI’s implications on growth, employment, and productivity.
Could artificial intelligence be on par with the advent of electricity in terms of potential impact on productivity? Host Jennifer Martin is joined by Dom Rizzo and Jim Stillwagon, both portfolio managers focused on global communications and technology.
How could asset managers use AI to boost and refine investment research? Host Jennifer Martin is joined by Jordan Vinarub, head of our Tech Development Center, and Jay Nogueira, Director of Equity Research.