What could shape portfolio performance over the next year?

March 24, 2022 |Joseph Wu, CFA

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

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Audio commentary: Fed rate hikes have arrived—what are the implications?

March 22, 2022 |Kelly Bogdanova & Atul Bhatia

Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.

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Russia-Ukraine conflict leaves us more cautious towards European equities

March 17, 2022 |Frédérique Carrier

The conflict will dent global economic growth, and Europe is more vulnerable than most. We prefer to reduce risk and downgrade our European equity outlook.

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The Fed’s rate hike announcement goes above and beyond

March 17, 2022 |Thomas Garretson, CFA

Although some economic projections were expected, there were some surprises. We explain what impact a new rate trajectory could have on the economy.

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Economic stakes of the Russia-Ukraine conflict

March 11, 2022 |Kelly Bogdanova

As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.

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Audio commentary: Commodity prices & inflation - A look at potential economic & market impacts

March 11, 2022 |Janet Engels & Tylar Lunke

Janet and Tylar discuss how rising commodity prices could affect high inflation, and highlight market reactions to previous “growth scares.”

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Earnings and the economy will set the path for the stock market

March 04, 2022 |Jim Allworth

During market-shaking events, we would look to the path of earnings to get a sense of where equity market values are headed over the next few years.

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How will conflict in Ukraine impact European equity investments?

March 04, 2022 |Frédérique Carrier

Russia’s invasion of Ukraine presents many challenges to global economic recovery and future growth—but it is spurring momentous changes in the EU.

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Net zero: What will life be like in 2050?

March 02, 2022 |Frédérique Carrier

The world is on a journey to net zero by 2050. What does net zero mean? What could this world look like? And what are the challenges to getting there?

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