Insights

Rising food prices hit emerging-market consumers hard, but shared commodity shocks could have unforeseen implications for inflation around the globe.

More of Japan's capital is being put to work abroad, with lasting consequences for the yen

The challenge is no longer just how much debt the U.S. has, but how expensive it is becoming to finance it

U.S. productivity is rising, but workers’ pay is not keeping up with inflation. That makes the latest data more difficult to read.

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

Our CROCI analysis highlights the importance of valuation assumptions