Is there too much room for doom and gloom?
Markets may be overstating recession risks amid rising energy prices.
News BLP House View
Our House View offers insights into the influence of global economic trends on asset allocation and investment strategy. Based on our expert analysis of financial markets and macroeconomic developments, our outlook offers clarity for navigating today's complex investment landscape.
Iran and the Strait of Hormuz
Energy price shocks have unsettled markets, but the correction may create selective opportunities.
Trump's tariffs — from supreme to suppressed?
A Supreme Court ruling on Trump’s tariffs could remove trade uncertainty and lift global markets.