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

What message is stock market volatility sending?

Jul 23, 2021 |Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.

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China equities: Beyond the recovery

Jun 25, 2021 |Frédérique Carrier & Jasmine Duan

After a correction in Chinese markets, we see a long-term story of economic transition that should support equity investment across multiple sectors.

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Can the Financials sector keep the rally going?

Jun 10, 2021 |Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

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Does Europe’s rebound brighten the outlook for European equities?

May 27, 2021 |Frédérique Carrier

Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.

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What can investors expect from the Fed’s “taper talk”?

May 21, 2021 |Thomas Garretson, CFA

Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?

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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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Should equity investors be optimistic in 2021?

May 08, 2021 |Kelly Bogdanova

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

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GreenTech: Transformation to a clean energy world

May 07, 2021 |Frédérique Carrier

We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.

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The UK’s growth surge

Apr 30, 2021 |Frédérique Carrier

The UK’s economic outlook has acquired a healthier glow, but we’re eyeing some non-COVID wrinkles that could impact growth prospects and UK equities.

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

Apr 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.