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Analysis (10)

The UK’s growth surge

Apr 29, 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 16, 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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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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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 05, 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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Sun rising on still lake in Yosemite

Climate change 2021: Drive to decarbonise the global economy

Mar 05, 2021 |Stephen Metcalf and 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.

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