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The Return of Inflation: What it Could Mean for Markets and the Economy
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Versatility Key in Navigating New Recovery Challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Supply Chain Crisis Fuels Insatiable Demand for Warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
China’s Three Cs: COVID, Consumption and Credit
How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.
Amid Growing Uncertainty, Investors Should Be Proactive
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
Multi-Asset Update: It’s Complicated
Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.
It’s Complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
The Semiconductor Shortage: Why More than Tech Investors Should Care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
The Return of Multiplicity
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
Innovation Addresses Industrial Recovery Challenges
Innovation may provide long-term solutions to evolving challenges in industrials.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.