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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.

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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?

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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.

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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.

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Should equity investors be optimistic in 2021?

May 07, 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.

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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.

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