China equities: Beyond the recovery

Jun 25, 2021 |Frédérique Carrier & Jasmine Duan

After a correction in Chinese markets, we see a long-term story of economic transition that should support equity investment across multiple sectors.

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Is the Fed on the road to raising interest rates?

Jun 18, 2021 |Atul Bhatia, CFA

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

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Can the Financials sector keep the rally going?

Jun 10, 2021 |Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

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