Market and Economic Updates

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

With bond yields near or above the return targets in many financial plans, we think fixed income should play a bigger role in portfolios.

As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.

As more central banks explore digital currencies, we examine the advantages and drawbacks, and argue the likely result is technological evolution, not revolution.

As global equities generate solid returns this year, we explain where we see potential opportunities for investors, despite the potential for market volatility.

We examine the post-pandemic challenges facing the commercial office space market, and the potential economic impacts of recent trends.

As nations move away from the post-Cold War period of intense globalization, how will the world’s manufacturing powerhouse adapt to the new economic paradigm?

Kelly and Kent discuss the important trend away from globalization and its ramifications for investors, economies, and financial markets.