Each month we bring you commentary on the key macro 鈥 and micro 鈥 topics that are moving markets and influencing investors' decisions across the globe.
Latest editions
- Rebounding from a supply shock
- More growth, less heat
- Leaning in
- The key to this cycle鈥檚 resilience
- Asia: Reform, innovation and room to run
- The Fed: Now and Later
- Moment of clarity
- Can markets look past a worsening economy?
- The 鈥楽ell America鈥 trade and its limitations
- Trump has constraints
- Making diversification great again
- American 鈥楿n鈥-exceptionalism?
- Navigating tariffs
- Buying bonds
- Can anything stop US exceptionalism?
- US election: Assessing the scenarios
- It pays to listen
- A critical window
- Flash update
- Fundamentals, politics, or technicals?
- Three Questions into Q3
- European summer
- What if the Fed doesn鈥檛 cut?
- Keeping it simple
- Offense over defense as global growth broadens
- Flash update
- What about valuations?
- Broadening out
About the authors
Evan Brown,聽Portfolio Manager and Head of Multi-Asset Strategy
Evan Brown,聽Portfolio Manager and Head of Multi-Asset Strategy
Evan聽co-manages 麻豆社's Global and US Allocation Funds along with Private Wealth Multi-Asset Portfolios.聽
As head of Multi-Asset Strategy, Evan drives the macro research and tactical asset allocation investment process for over USD 160 billion in client portfolios.
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