Insights

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

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.

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.

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

As economies regain pre-pandemic peaks and corporate earnings recover further, we look at why stocks could provide attractive all-in returns in 2021.

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

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?