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The Impact of War on European Energy Policy
How the Russia/Ukraine conflict is driving European energy policy.
In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Inflation: No Rerun of That ’70s Show
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
Addressing the Systemic Impacts of Biodiversity Loss
Why we believe biodiversity loss is a crisis that could have systemic impacts akin to climate change.
Amid Volatility, Health Care’s Appeal Grows
The sector could offer defense, as well as opportunities for long-term gains, in today’s uncertain financial markets.
Meeting the Need for a Sustainable and Resilient Water System
How businesses are changing the way we use and consume water.
Market Volatility Amplifies Themes in Industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Long-Term Trends in EM: Tech-Driven Decarbonization Efforts Fuel Opportunity
Where we see potential opportunities as emerging markets decarbonize.
Earth Day 2022: Investing in Climate Literacy to Manage Risk
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
Bullish Inversion: A Novel Take on the Flattening Yield Curve
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
Long-Term Trends in EM: A Growing Focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Global Perspectives: How Much Is Stagflation a Concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.