The BEAT

Top

Use The BEAT to stay on top of the evolving global markets and identify potential opportunities for your clients. Each edition explores investment ideas, identifies areas of focus and provides a comprehensive asset allocation outlook—all supported by a concise review of economic and asset class data through clear and impactful charts.

Bonds

Equities

Alternatives

Transition

The BEAT: June 2025

Get the numbers you need for the month ahead, plus asset class outlooks and allocation ideas from our investment specialists.

Download Monthly PDF

Download Annual Outlook

Managing Volatility

Volatility

Overlooking International Markets Is a Missed Opportunity

Discover the advantages of investing in international markets, where high-quality companies trading at attractive valuations abound. Learn how diversifying beyond the U.S. can enhance portfolio resilience and uncover unique opportunities. Explore more about maximizing global investment strategies.

May 21, 2025

Article

Active Management Is Suited to Uncertain Times

Active investment strategies are making a comeback amid rising market volatility, higher rates and greater dispersion—signaling a paradigm shift. Amy Oldenburg and Timothy Kuznetsov of the Emerging Markets Equity team discuss.

May 15, 2025

Global Fixed Income Bulletin

Unprecedented Volatility, But No Real Clarity

April had a rough start, but by the end of the month, it looked a bit unremarkable, at least as measured by market movements. The Broad Markets Fixed Income team explains.

May 15, 2025