Blog

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.

Why are longer-term Treasury yields remaining below both current and expected future inflation?

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?