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Harris Associates U.S. Value Equity fund
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Macro views

Geopolitics, deglobalisation and central bank reactions

June 06, 2024 - 3 min read

DNCA's Global Product Manager Daniel Claringbull provides a snapshot of the fixed income investment landscape, assessing risks, opportunities and where rates may be headed in the second half of 2024.

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Macro views
Economic outlook: Tomorrow never knows
Macro experts Jack Janasiewicz, Garrett Melson and Brian Hess share market insights for 2025 in our outlook webinar.
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What does Trump 2.0 mean for markets?
An early look at market implications and macro factors of the US election and Donald Trump’s return to the White House.
Macro views
Investment Outlook: Loomis Sayles
Investor sentiment should stay strong as central banks ease, inflation lowers, and AI transforms, explains Loomis Sayles.