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REITs: Potential for innovation and growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
Peak sentiment, peak growth, peak policy
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Making sense of COVID-19 vaccine IP waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
The Defense Industry Shows Resilience
Amid political change and economic recovery, what is the outlook for the defense industry?
Secular Tech Themes Still Intact
Powerful secular themes are still the main driver to long-term tech earnings growth.
Vaccines prove their worth for global health care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Disappointing payroll data doesn’t change our outlook
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.
Accelerating Growth for 2021?
Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Other companies join tech earnings party
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
GDP, the Fed and Biden’s Address: Recapping the last 24 hours
A recap and discussion of three significant economic events from the past 24 hours.
Uncovering opportunities in today’s bond market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
The market’s tug-of-war
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.