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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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Have we seen the top for yields?

Apr 15, 2021 |Thomas Garretson, CFA

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

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Infrastructure, inflation, and a possible Fed policy rethink

Apr 09, 2021 |Atul Bhatia, CFA

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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Are Treasury yields rising for all of the right reasons?

Apr 06, 2021 |Thomas Garretson, CFA

Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.

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What is sustainable technology?

Apr 06, 2021 |Frédérique Carrier

Companies and industries at the forefront of developing technology solutions to sustainability issues may offer compelling long-term investment opportunities.

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SusTech: Sustainability through technology

Apr 06, 2021 |Frédérique Carrier

Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.

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Europe’s slowing economic recovery

Apr 01, 2021 |Frédérique Carrier

Year 2 of COVID-19 is seeing Europe stumble. We look at what’s delaying the recovery and what the environment means for portfolio strategy.

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