The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
Our top investing insights from this week. Want to stay informed about what is happening in the world of investing? Get Morningstar insights in your inbox. Shani Jayamanne is a Director, Investment
Plenty of Manufacturing Will Stay Put in EM Trump’s policies are designed to bring manufacturing back to the US. Yet whatever incentives may be provided to US companies, we think it’s unrealistic
In the latest video interview in our Investment Insights series, produced in partnership with MSCI, we explore the risks of market concentration in emerging markets, how interest rate policies impact performance, and
In today’s era of automation, some situations demand a more active approach. Municipal bond investing is one. The municipal bond market is inefficient, fractured and constantly in flux, and active muni investors
China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors. China’s growth outlook for 2025—the Year of the Snake in Chinese astrology—is overshadowed by
Important information – This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment
DeepSeek and Chinese AI Investments We’ve seen China establish industry leadership before, even when it wasn’t the first mover. For example, Chinese companies didn’t invent electric vehicles or solar panels, but they
On January 23, 2025, the Hubbis Digital Dialogue convened leading voices in the wealth management industry to discuss global investment themes and strategies for 2025, tailored to the needs of high-net-worth (HNW)
DeepSeek and Chinese AI Investments We’ve seen China establish industry leadership before, even when it wasn’t the first mover. For example, Chinese companies didn’t invent electric vehicles or solar panels, but they
Grant Thornton is considering selling a stake in its business to private equity investors, according to reports. The professional services firm is said to be in discussions with potential buyers and is