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A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.
We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.
We take a fresh look at the seven key leading indicators that make up our U.S. recession scorecard, with an eye towards portfolio positioning.
The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.
Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.
During market-shaking events, we would look to the path of earnings to get a sense of where equity market values are headed over the next few years.
The world is on a journey to net zero by 2050. What does net zero mean? What could this world look like? And what are the challenges to getting there?
The geopolitical threat has become reality, fueling market uncertainty. We look at potential impacts on equities and what investors should watch for.
There is more than one path to investing; we explain why the long-term plan may be the best option regarding bonds.
As the U.S. equity market faces headwinds including inflation and expected rate hikes, we look at the implications for portfolios.