With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? Is an overweight position in equities versus bonds still appropriate, including a preference for U.S. equities, and particularly technology stocks?

Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already, they have outperformed U.S. stocks by a good margin. We believe there is more to come as the continent starts to spend big on its own capabilities and embarks on reform.

Institutional investors have not been as broadly optimistic as they are today since the announcement of a COVID-19 vaccine. It suggests they are becoming immune to policy uncertainty or at least believe such uncertainties have peaked.

Capital markets have entered a regime where traditional signals no longer offer conviction, and consensus views—on inflation, growth, policy, and even risk premia—are diverging rather than converging. Rate expectations shift week to week, inflation data remains volatile, and geopolitical realignment is influencing flows and…

This episode of Street Signals takes on the big picture market topics to watch for the rest of the summer from tariffs to equity markets and beyond.

Listen to Fidelity Investments Portfolio Manager Julian Potenza discuss the factors that drove fixed income markets in the second quarter of 2025.

For decades Germany was allergic to debt. But new chancellor Friedrich Merz has - unexpectedly - loosened the country’s constitutional debt brake, injecting hundreds of billions of euros into the armed forces and infrastructure.

In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, unpack the latest macro trends and data influencing the gold market – from shifting investor sentiment and mixed U.S. economic data, to renewed tariff tensions and policy unpredictability.

In this episode equity analyst Dominic Drzazga discusses the current state of Canadian small caps, highlighting how geopolitical volatility creates both challenges and opportunities. The conversation covers recent portfolio additions including Sprott's precious metals trust and Kraken's underwater robotics…

What should investors expect from the fixed income markets in the months ahead?

July’s jobs report missed expectations, but the real story is in the sharp downward revisions to previous months, pointing to softening labor demand.

Fidelity Investment presents their high yield market update for Q2 2025.

In his latest video series, Colin Purdie, CFA, Manulife IM's CIO of public markets, offers valuable insight to help investors navigate both uncertainty and opportunity in today’s dynamic market landscape.

Why are actively managed core bonds attractive today? PIMCO portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.

Hear Erin Patterson, BNP AM's global Co-Head of Research and Strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.

In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, are joined by Ken Rogoff, Professor of Economics at Harvard University and former Chief Economist of the IMF.

The discussion covers the role of stablecoins in the U.S. debt landscape, why they differ from the eurodollar market, and how their adoption could inhibit bank credit growth. Finally, they consider how these developments point toward a Modern Monetary Theory (MMT) framework.

The macroeconomic environment for CMBS has changed dramatically over the past several years. How do CMBS investors build diverse, quality exposure and find opportunities in this asset class? Jennison’s Adriano Taylor-Escribano discusses options in the latest Clipping Coupons podcast.

Voting and engagement matter for any long-term investor. Responsible asset owners vote at general meetings and engage with debt and equity issuers (companies, governments, or others). What have been their focus areas so far this year and what is to come? Michael Herskovich, Global Head of Stewardship, BNP Paribas explains…

Will the resilience of the U.S. economy persist as deregulation, lower energy prices, mergers and acquisitions, fiscal stimulus and business investment outweigh the effects of import tariffs on inflation and consumption?