Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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A Blue Wave or a Blue Swell?
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.
Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Considering the ramifications of a potentially seismic political result.
Inflation: Is This the Real Thing? Is This Just Fantasy?
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
Hardly a Stoic Fed
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.
Technology Fuels Long-Term Growth Prospects for Manufacturing
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Investing in Diversity: Analyzing the Investment Risks and Opportunities
A discussion on the importance of diversity and inclusion from an investment perspective.
Can a Broader Recovery Spur a Value Rotation?
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
Sustainable Design in Consumer Products
An in-depth look at the role of sustainability in consumer products.
Analyzing the Outlook for Global Dividends
An update on some of the dividend trends we are seeing within the world of equity income.
Evaluating Stocks as Growth Continues to Grow
Evaluating growth stocks in the face of concentrated market leadership.
A Mostly Benign Outlook for U.S. Inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
COVID-19 Vaccine Beats Expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.