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        The Markets

        Commentary from our experts on global markets — from today's geopolitical crisis to inflation and volatility.

        Macroeconomics

        The Wait Is Over

        With the US Fed’s 50 bps rate cut, the rate cutting cycle has begun. What should investors expect in the months and years ahead?

        September 20, 2024

        2024 Midyear Global Market Outlook

        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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