Bringing you the most interesting stories in weekly news from the global finance world. Check in every Friday for a new article! 

Why should bond investors look to the long term?

February 18, 2022 |Atul Bhatia, CFA

There is more than one path to investing; we explain why the long-term plan may be the best option regarding bonds.

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ECB surprisingly turns hawkish—what’s next?

February 11, 2022 |Frédérique Carrier

The central bank’s strengthened institutions should help the euro area weather this tightening cycle. We look at the portfolio implications.

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Is the U.S. stock market finding some relief for its valuation problem?

February 04, 2022 |Kelly Bogdanova

The rough January has taken some of the air out of the U.S. market’s most expensive stocks. This is a good sign and supports our constructive outlook.

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What’s causing volatility in the U.S. equity market?

February 02, 2022 |Kelly Bogdanova and Jim Allworth

As the U.S. equity market faces headwinds including inflation and expected rate hikes, we look at the implications for portfolios.

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How will Fed rate hikes affect the investment landscape?

January 28, 2022 |Atul Bhatia, CFA

We believe tighter policy may cause volatility, but it’s unlikely to feed a recession. We discuss why we’re constructive on equities and risk assets.

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What should investors look for in China’s equity market?

January 20, 2022 |Frédérique Carrier and Jasmine Duan

Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.

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U.S. vs. international equities: Time for a portfolio tune-up?

January 07, 2022 |Kelly Bogdanova

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

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Investing in the post-COVID world: Where to from here

December 17, 2021 |Jim Allworth, Kelly Bogdanova & Frédérique Carrier

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.

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Will the inflation surge impact equity markets?

May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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Impact of the Biden corporate tax hikes for earnings and the stock market

April 23, 2021 |Kelly Bogdanova

While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.

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Questions?

If you have any questions about these articles or would like to have a conversation about your portfolio, please reach out to us. We would be happy to talk with you.