Blog

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

As environmental pressures and infrastructure needs mount, high-tech solutions can enable urban sustainability and foster growth.

It’s not a surprise the market has cooled. While there may be more volatility due to many headwinds, we think the bull market can ultimately regroup.

We don’t see the potential default of China’s largest property firm as the onset of a systemic event. We look at the likely impact for investors.

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

The spread of the Delta variant of COVID-19 and slow vaccination rates in many emerging market economies created another detour in the road to recovery for the global economy.

The expiration of federal benefits is likely to kick start millions of job seekers, and we see positive and negative implications for the economy.