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Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.
Why are longer-term Treasury yields remaining below both current and expected future inflation?
Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.
As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?
Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.
A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?
Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.
The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.