For Financial Professionals in the US
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Is There an Investment Case for Oil and Gas During the Energy Transition?
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
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A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Assessing the risks and opportunities of higher government bond yields.
Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.
Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.
A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.