Global Insight Monthly

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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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young-people-with-face-masks-back-at-work-in-office-in-page

Accommodative Fed policy will be a way of life for the economy and markets

December 19, 2020 |Atul Bhatia, CFA

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.

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The road ahead for investors

December 05, 2020 |Kelly Bogdanova, Frédérique Carrier, and Jim Allworth

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.

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The global stock market selloff and the implications for investors

October 30, 2020 |Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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cyclist pushing bike up rocky hill

The U.S. fiscal stimulus uncertainty and the outlook for economic growth

October 08, 2020 |Frédérique Carrier

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

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American flag on building

The Fed’s shifting inflation strategy

September 18, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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Investors working

Why the Dow’s makeover matters

September 04, 2020 |Kelly Bogdanova

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

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Shanghai skyline

U.S.-China tensions: beyond tariffs

August 28, 2020 |Frédérique Carrier

We look at the prospects for China’s rebound from COVID-19 and the possible implications of the U.S. elections for investors.

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Treasury-Department-Building-in-Washington-DC

The Fed and monetary policy are on call to support the recovery

August 21, 2020 |Thomas Garretson, CFA

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

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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.