Commentary from our experts on global markets — from today's geopolitical crisis to inflation and volatility.
Geopolitics
In the event of a Trump victory in November, the likely change in policy will have notable implications for economies and markets outside the United States.
Caution on risk assets is warranted amid slowing growth and a volatile geopolitical landscape. Expectations for rate cuts buoy upside potential for fixed income returns. Our 2024 Midyear Global Market Outlook is now live.
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