In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? How have financial markets reacted so far in anticipation of his plans around tariffs, taxation, regulation and immigration? What do recent developments mean economically and…

With a rate cut in place, Fed Chair Jay Powell chose to sidestep election topics, keeping attention on monetary policy.

The investment implications from the U.S. election are beginning to come into focus following Donald Trump’s victory in the presidential race. In addition to the White House, Republicans are on track to take control of the Senate and possibly retain their majority in the House, clearing the way for a shift in policies that…

SpaceX made history in aerospace engineering when Starship’s booster was caught by two mechanical arms as it descended to the launch pad. From China and Russia, to NASA and Boeing, none of SpaceX’s competitors have been able to reuse rockets like SpaceX does. So what are SpaceX’s goals on its next test flight?

Our CEO Ron O’Hanley shared his views on the major challenges and opportunities confronting the world economy and capital markets in 2025 and beyond during FII8 in Riyadh.

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out?

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new U.S. administration as well as further key interest rate cuts, what are the chances that U.S. equities will continue to stand out?

Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to Robeco's latest podcast episode with some Trump-endorsed beats.

In the wake of the U.S. election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the latest gold market trends, reflecting on the U.S. election outcome, monetary policy, and China’s recent economic developments. They highlight record-breaking gold demand, central bank buying, and shifting global economic dynamics influencing gold…

We recently hosted our webinar, "US Elections 2024 Unpacked: Results, Reactions and the Road Ahead" where our expert panel, Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute, Jonathan Duensing, Head of Fixed Income and Portfolio Manager, Amundi US, and Barry Glavin, Head of Equity Platform,…

Matt McLennan explains why rising levels of sovereign debt are like a runaway train approaching global markets, and how gold has served as a potential hedge during periods of structural moves in monetary policy and heightened geopolitical risk.

This episode of The Outthinking Investor explores the ways in which nations are balancing economic and security priorities, and how investors can leverage geopolitical analysis to make informed portfolio decisions in a changing world.

Monetary and fiscal policymakers are pivoting to easing mode. In developed markets, the restrictive rate policies of the post-COVID-19 period are reversing nearly everywhere.

Global economies are normalizing and central banks are cutting rates, we identified four themes investors should focus on as we head into 2025.

Will AI-related applications displace workers, or will they become tools that help unlock human productivity and effectiveness?

Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a different kind of bond vigilante, warns of the risks…

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets.

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.