Lauren Hochfelder on Bloomberg The Close

For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari and Saumya Jain explain, this is not the end of globalization, but the gradual de-Americanization of it.

An oil-driven shock is rippling through markets, so is it time to add or reduce risk?  We break down the key signals—correlation, liquidity and contagion—to determine whether this inflation shock turns into a growth scare and how to invest accordingly.

Elevated all-in yields, underpinned by resilient corporate balance sheets and sustained investor demand, continue to create a compelling total return opportunity in European Investment Grade Credit. Watch our video to find out more.

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses reasons why equities are not end of cycle, despite the perception that AI could eat entire industries.