Is-that-all-yields-got-advisor-in-page

Have we seen the top for yields?

Apr 15, 2021 |Thomas Garretson, CFA

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

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concrete-road-curve-of-viaduct-in-page

Infrastructure, inflation, and a possible Fed policy rethink

Apr 09, 2021 |Atul Bhatia, CFA

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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wooden-staircase-in-side-of-steep-grassy-hill-in-page

Are Treasury yields rising for all of the right reasons?

Apr 06, 2021 |Thomas Garretson, CFA

Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.

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solar-panels-storage-facility-and-wind-turbines-with-skycrapers-in-background-in-page

What is sustainable technology?

Apr 06, 2021 |Frédérique Carrier

Companies and industries at the forefront of developing technology solutions to sustainability issues may offer compelling long-term investment opportunities.

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hilltop-view-of-solar-panels-and-wind-turbines-by-ocean-in-page

SusTech: Sustainability through technology

Apr 06, 2021 |Frédérique Carrier

Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.

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widening-divide-advisor-in-page

Europe’s slowing economic recovery

Apr 01, 2021 |Frédérique Carrier

Year 2 of COVID-19 is seeing Europe stumble. We look at what’s delaying the recovery and what the environment means for portfolio strategy.

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value-vs-growth-advisor-in-page

Which equity sectors are likely to lead the economic recovery?

Mar 26, 2021 |Kelly Bogdanova

As the U.S. economy reopens, the value segment leads the equity market. We believe five factors will support value’s continued outperformance.

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The-fed-is-dead-advisor-in-page

The Fed’s new policy playbook for a new era

Mar 19, 2021 |Thomas Garretson, CFA

The Fed confirmed that no matter how robust the outlook may be, policy will depend on realized results. Let the reign of a new policy framework begin.

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shapes-of-recovery-advisor-in-page

One year later: How the economic recovery is taking shape

Mar 12, 2021 |Frédérique Carrier

While it will still be a long way back, the recovery is exceeding expectations. We look at where things stand for key regions as they reset growth.

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sun-rising-on-still-lake-in-yosemite-valley-in-page

Climate change 2021: Drive to decarbonise the global economy

Mar 05, 2021 |Stephen Metcalf & Frédérique Carrier

Fired by a fresh impetus to turn ambition into action, we’re seeing a turning point for this challenge, which should open up investment opportunities.

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