Explore our thinking about today's financial markets
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September 26, 2023 | International
China's largest property developer faces a liquidity crisis amid a broader slowdown in its property market. Watch for effects across other sectors and markets.
Capital Markets Outlook
July 12, 2023 | Capital Markets Outlook
Generative AI offers potential in the digital economy, but prudent investors should carefully weigh the value of patience in this stock market rally.
Fixed Income Outlook
July 31, 2023 | Fixed Income Outlook
Signs of falling inflation have helped risk assets recently, but the relief is likely temporary.
October 2, 2023 | Equity Insights
Reshoring and nearshoring are key trends that could drive meaningful growth, with Mexico as one of the biggest beneficiaries.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.