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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.
Inflation is speeding up and has grabbed the attention of investors. How long will inflation stay elevated, and what’s the potential impact for financial markets? Join Kelly Bogdanova and Tylar Lunke as they discuss the situation and what to expect.
In a time of heightened risks around higher inflation and rates, can preferred shares provide portfolio income, as well as defense, for investors?
Consumer prices are the highest in years. What are the risks for the equity market?
Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.
Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.
Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?
The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
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.
Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.