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Analysis (10)

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 |Frédérique Carrier and Kent McClanahan, CFA

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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Big Ben

UK: Stagflation nation?

Nov 16, 2023 |Frédérique Carrier

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

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Fab worker holding semiconductor wafer

The chip industry’s reshoring revolution

Nov 10, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

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Stock market sign

Big questions about 2024 earnings

Nov 09, 2023 |Kelly Bogdanova

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

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Woman writing mathematical equation

Bond math is more than yield

Nov 03, 2023 |Thomas Garretson, CFA

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

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woman working at computer with blue light

Will AI generate long-term equity performance?

Nov 02, 2023 |Joseph Wu, CFA

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Railroad worker

Belt and Road: Ten years and counting

Oct 26, 2023 |Jasmine Duan

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.

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Businesswoman reading newspaper

The opening acts of recession

Oct 20, 2023 |Sean Killin

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

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U.S. Capitol Building at dusk

A U.S. government shutdown looms large, and it may not end quickly

Oct 12, 2023 |Atul Bhatia, CFA

It’s back to basics for the U.S. House of Representatives. Averting a shutdown may be hard and we highlight the ripple effects to financial markets.

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Will higher oil prices hinder central banks’ inflation progress?

Oct 05, 2023 |Frédérique Carrier

We explore the reasons for the price surge and how to position portfolios.

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