CAPITAL IDEAS^SM

United States

Markets & Economy

10 investment themes for 2023
Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger
Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller
Fixed Income

The US Fed's aggressive path could mean more market turmoil
Market Volatility

The lowdown on inflation in the US and Europe
Interest Rates

Is the era of easy money coming to an end?
Federal Reserve

What the Fed pivot could mean for US rates, inflation and economy
ESG

Can investors help bridge the US digital divide?
Demographics & Culture

Will the pandemic threaten the future of big U.S. cities?
Fed

Implications of the US Federal Reserve’s June 16 announcement
Fixed Income

Will the Fed’s new policy framework bring higher inflation?

Timothy Ng
Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind
Election

Washington watch: Priorities emerge under new leadership
United States

What lies ahead for the US economy?

Darrell Spence