| Monthly • 05-Nov-2024 | |
The BEAT for November
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Webinar • 10-Oct-2024 | |
The BEAT Quarterly Webinar – October 2024The quarter ahead and top asset allocation ideas from our investment specialists moderated by Thomas Chaussier, Head of Investment Management France.
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| Mid-Year • 03-Jul-2024 | |
Key Themes for the Second Half of 2024
Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.
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| Annual • 16-Jan-2024 | |
The BEAT – Our Seven Key Themes for 2024The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.
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El Grupo de Mercados Capitales proporciona análisis macro “topdown” de renta variable, renta fija y activos alternativos, diseñado para ayudar a los clientes a poder capitalizar la evolución de las dinámicas económicas y las disparidades del mercado a nivel mundial.
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Caron's Corner
Escuche el podcast semanal de Jim Caron sobre temas macroeconómicos y los principales impulsores del mercado.
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