Our perspective

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

With the U.S. economy still reopening, where is inflation going from here and what can investors watch to gauge how price pressures may be building?

As economies regain pre-pandemic peaks and corporate earnings recover further, we look at why stocks could provide attractive all-in returns in 2021.

As the economic fallout from COVID-19 is absorbed, ultralow rates should make equities the asset class of choice and fixed income more challenging.