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Analysis (10)

Does Europe’s rebound brighten the outlook for European equities?

May 28, 2021 |Frédérique Carrier

Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.

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What can investors expect from the Fed’s “taper talk”?

May 21, 2021 |Thomas Garretson, CFA

Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?

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Will the inflation surge impact equity markets?

May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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Should equity investors be optimistic in 2021?

May 07, 2021 |Kelly Bogdanova

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

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electric car parked in garage

Transformation to a clean energy world

May 06, 2021 |Frédérique Carrier

We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.

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3 rendering hydrogen renewable energy and wind turbines

Five things investors should know about hydrogen’s global potential

May 06, 2021 |Kelly Bogdanova

The lightest of elements may turn out to be a heavyweight in the transition to clean energy. We examine hydrogen’s opportunities for various industries.

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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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