The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?

A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.

The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.

Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?

Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.

There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?

The US House of Representatives is struggling to agree on a new Speaker as the US ticks toward a shutdown of government. Strangely, stocks seem more perturbed by strong economic growth.