CE Webinar “Macro in the Midyear Sun”
July 22nd, 2025 1pm ET

     

The goal isn’t to avoid risk, but to take it deliberately.

Capital markets have been eager to price out the worst-case scenarios as the range of global economic and policy outcomes has narrowed. But key risks have not disappeared, and we are wary of their potential to accelerate late-cycle dynamics. This is a critical moment for investors to rethink portfolios in light of shifting business, consumer, and geopolitical realities.

   

How to Invest Our Macro Views

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The Global Market Strategy Team 

Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.

   

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This material represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any investment product or any issuer or security in particular.

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

This material contains general information only and does not take into account an individual's financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

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