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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.
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.
The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.
While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.
Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.
Companies and industries at the forefront of developing technology solutions to sustainability issues may offer compelling long-term investment opportunities.
Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.
Year 2 of COVID-19 is seeing Europe stumble. We look at what’s delaying the recovery and what the environment means for portfolio strategy.
