For Institutional Investors in the US
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European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
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Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Why copper prices have recently been hitting record highs, and implications for investors.
How REITs fared through the pandemic and how they are positioned as economies reopen.
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
Considering the prospects for markets as the global recovery gathers momentum.
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.