New year, new U.S. recession scorecard indicator

Jan 20, 2022 |Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

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What should investors look for in China’s equity market?

Jan 20, 2022 |Frédérique Carrier and Jasmine Duan

Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.

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Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 |Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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Are markets playing catch-up to the Fed?

Jan 13, 2022 |Thomas Garretson, CFA

Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...

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How can technology make growth inclusive?

Jan 11, 2022 |Frédérique Carrier

Pivotal contributions to economies can be made by underutilised parts of society. Technology can promote economic inclusion, and in doing so, boost growth.

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U.S. vs. international equities: Time for a portfolio tune-up?

Jan 07, 2022 |Kelly Bogdanova

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

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Investing in the post-COVID world: Where to from here

Dec 17, 2021 |Jim Allworth, Kelly Bogdanova & Frédérique Carrier

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.

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The Fed’s got another bond market conundrum on its hands

Dec 10, 2021 |Atul Bhatia, CFA

Why are longer-term Treasury yields remaining below both current and expected future inflation?

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Equity investing for the next ten years

Dec 01, 2021 |Jim Allworth

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?

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Is the U.S. corporate debt mountain something to worry about?

Dec 01, 2021 |Thomas Garretson

A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?

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