Blog

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

We take a deep dive into the reasons for the downgrade and identify selective opportunities in the market

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

Building out the EV charging ecosystem is key to driving widespread adoption of electric cars. We explore the growth potential of this nascent market.

As aggressive rate hikes fuel concerns about a potential economic downturn, we look at the policy options and the factors that could drive changes.