Summer events shaping the outlook for the UK and Europe

August 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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As earnings go, so goes the market

August 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

August 04, 2022 |Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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Is Fed policy entering a new phase?

July 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Not your average earnings season

July 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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How inflation and recession worries muddy the investment outlook

July 15, 2022 |Kelly Bogdanova

We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.

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Does slowing growth have a silver lining for fixed income investors?

June 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

June 30, 2022 |Janet Engels, Thomas Garretson & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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More inflation to bring more rate hikes … but also rate cuts?

June 30, 2022 |Thomas Garretson, CFA

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

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Will inflation determine the future of equities?

June 30, 2022 |Jim Allworth

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

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