The Trump administration is having a profound impact on global markets, global GDP growth, and related economic policies. Hear more about how our Global Focused Growth Equity team (also marketed in the U.S. as Global Stock) is navigating these changes and the impact they're having on the portfolio.
On April 9, prior to the 90-day tariff pause, TRPI’s Sébastien Page, head of Global Multi-Asset and CIO; Justin Thomson, head of the Investment Institute and CIO; Blerina Uruçi, chief U.S. economist; Gil Fortgang, associate analyst, U.S. Equity; and moderator Tim Murray, capital markets strategist, discussed how to interpret market conditions, the actions we’re taking, and where to find opportunity.
During our most recent Analyst Spotlight session, host Eric Papesh was joined by Investment Analyst Chris Graff, who covers interactive media, media services, and entertainment companies—including three of the mega-cap “Magnificent 7” stocks. Chris discussed his investment framework for analyzing these corporate titans, shared his current views and positioning, and offered insights shaped by years of engagement with senior management teams.
In times like these, what truly defines a defensive asset? Join our esteemed panel of senior fixed income experts for an insightful session in our ‘Ahead of the Curve’ Fresh Perspectives on Fixed Income series. Register today to gain valuable insights and strategies to navigate these uncertain times.
Optimism toward the U.S. has increased postelection. Is there still room for upside? We'll be sharing our cross-asset views on the outlook, where opportunities may lie, and potential risks facing investors amid geopolitical uncertainties and policy shifts.
Experience our 2025 outlook from TRPI’s experts. Read actionable insights on key economic and investment themes set to shape stock and bond markets.
In this recent discussion, we break down how to navigate the landscape of retirement income solutions so that plan sponsors can more confidently move from exploring these solutions to selection and implementation.
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