Insights

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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.

As the U.S. economy reopens, the value segment leads the equity market. We believe five factors will support value’s continued outperformance.

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.

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.

As the U.S. economic recovery continues, we look at the market forces and Fed policies shaping long-term interest rates.

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.

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.