Insights

Difference-makers like Sylvia Parris-Drummond are driving for change—even in times of upheaval and tragedy. ”We're in a pandemic of COVID and a pandemic of racism,” she says.

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?

Bitcoin is a potentially transformative technology whose impacts may extend beyond its use as an investment.

Much of the outlook remains dependent on the path of COVID-19, with plenty still to be done, the tailwinds suggest plenty of reason for optimism.

We discuss how ESG factors can be a driver of investment value.

We take stock of the signs of excess in financial markets and look at how to position portfolios through this period.

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.