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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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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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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.

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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.

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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.

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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.

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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.

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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.

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