Inflation aftershock: The implication for investors

Jun 03, 2021 |Kelly Bogdanova

Consumer prices are the highest in years. What are the risks for the equity market?

Read more

HealthTech: How technology can help fix health care

Jun 02, 2021 |Frédérique Carrier

Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.

Read more

Does Europe’s rebound brighten the outlook for European equities?

May 27, 2021 |Frédérique Carrier

Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.

Read more

What can investors expect from the Fed’s “taper talk”?

May 21, 2021 |Thomas Garretson, CFA

Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?

Read more

Will the inflation surge impact equity markets?

May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

Read more

Five things investors should know about hydrogen’s global potential

May 11, 2021 |Kelly Bogdanova

The lightest of elements may turn out to be a heavyweight in the transition to clean energy. We examine hydrogen’s opportunities for various industries.

Read more

Should equity investors be optimistic in 2021?

May 08, 2021 |Kelly Bogdanova

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

Read more

GreenTech: Transformation to a clean energy world

May 07, 2021 |Frédérique Carrier

We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.

Read more

The UK’s growth surge

Apr 30, 2021 |Frédérique Carrier

The UK’s economic outlook has acquired a healthier glow, but we’re eyeing some non-COVID wrinkles that could impact growth prospects and UK equities.

Read more

Impact of the Biden corporate tax hikes for earnings and the stock market

Apr 23, 2021 |Kelly Bogdanova

While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.

Read more