ear phones in page

Audio Commentary: Inflation, valuation, and the market outlook

Mar 29, 2021 |Jim Allworth & Mark Bayko

Jim Allworth and Mark Bayko, members of the firm’s Global Portfolio Advisory Committee, discuss the emergence of new concerns such as inflation, rising bond yields, and stock valuations.

Read more
value-vs-growth-advisor-in-page

Which equity sectors are likely to lead the economic recovery?

Mar 26, 2021 |Kelly Bogdanova

As the U.S. economy reopens, the value segment leads the equity market. We believe five factors will support value’s continued outperformance.

Read more
The-fed-is-dead-advisor-in-page

The Fed’s new policy playbook for a new era

Mar 19, 2021 |Thomas Garretson, CFA

The Fed confirmed that no matter how robust the outlook may be, policy will depend on realized results. Let the reign of a new policy framework begin.

Read more
shapes-of-recovery-advisor-in-page

One year later: How the economic recovery is taking shape

Mar 12, 2021 |Frédérique Carrier

While it will still be a long way back, the recovery is exceeding expectations. We look at where things stand for key regions as they reset growth.

Read more
sun-rising-on-still-lake-in-yosemite-valley-in-page

Climate change 2021: Drive to decarbonise the global economy

Mar 05, 2021 |Stephen Metcalf & Frédérique Carrier

Fired by a fresh impetus to turn ambition into action, we’re seeing a turning point for this challenge, which should open up investment opportunities.

Read more
winding-wet-road-through-forest-in-page

Will inflation drive U.S. interest rates higher?

Mar 04, 2021 |Atul Bhatia, CFA

As the U.S. economic recovery continues, we look at the market forces and Fed policies shaping long-term interest rates.

Read more
financial-charts-on-mobile-tablet-and-computer-screens-in-page

Can equities tolerate higher bond yields?

Feb 25, 2021 |Frédérique Carrier

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more
front view of a red race car on a track

Why are yields on the rise, and how could higher yields affect investors?

Feb 18, 2021 |Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

Read more
young man on the computer late at night advisor

Meme stock episode: Is this a risk to traditional investment portfolios?

Feb 12, 2021 |Kelly Bogdanova

We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?

Read more
close view hands holding mobile phone with bitcoin app in page

What's happening with Bitcoin

Feb 11, 2021 |Maarten Jansen, Juan Aronna, Frédérique Carrier

Bitcoin is a potentially transformative technology whose impacts may extend beyond its use as an investment.

Read more