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Market updates

Read our perspectives regarding recent developments impacting global markets.

Macro views

Further concerns, or crisis contagion?

Over the past week, investors have had to digest U.S. banking failures and the threatened collapse of a major European bank. This stress has finally underscored the tensions between the global central bank’s efforts to tame inflation and growing concerns that further policy tightening will spark a crisis.

Seema Shah
Chief Global Strategist
Learn firsthand from our experts

Mark your calendar.

Join our conversations with specialized experts and industry thought leaders—providing unique perspectives on macro events, trending themes, emerging investment strategies, and more.

Tuesday, 18 April, 2023

2Q 2023 Global Asset Allocation Viewpoints

What should investors expect from markets and the economy in the second quarter and beyond? Hear our perspectives including key investment themes and asset allocation preferences.

7:00 a.m. PT, 9:00 a.m. CT, 10:00 a.m. ET, 11:00 a.m. BRT, 3:00 p.m. BST, 4:00 p.m. CEST

Seema Shah
Chief Global Strategist
Todd Jablonski, CFA
Chief Investment Officer & Head of Asset Allocation
Virtual Event