Insights

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

More countries are making the pricing of carbon emissions mandatory, via cap-and-trade rules or a tax. How should investors view this new expense?

We examine the infrastructure and social legislation proposed by Congress, and look at what it could mean for U.S. growth and inflation.

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

As environmental pressures and infrastructure needs mount, high-tech solutions can enable urban sustainability and foster growth.

It’s not a surprise the market has cooled. While there may be more volatility due to many headwinds, we think the bull market can ultimately regroup.