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Equity Income Investing: Key Market Drivers
Key market drivers from the first quarter and key themes to watch going forward.
The Fog of War: A Multi-Asset View
The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
Global Stocks Provide Clues to Accelerating Inflation
Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.
One Down, Three to Go
Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.
How do ESG factors impact valuations within the technology sector?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.
Can Biotech Bounce Back?
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
SEC Unveils Long-Awaited Climate-Related Disclosure Recommendations
The SEC has proposed new climate-related disclosures for public companies. What are the details?
2022: Optimal Conditions for a Liquid Alternative Toolset?
Considering a multi-strategy approach to using liquid alternatives to help improve diversification.
The Domino Effect: Russia, Ukraine and the Rest of EM
The domino effect of rising prices from the disrupted supply of commodities and resources from Russia and Ukraine could have far-reaching effects across EMs.
Keep Calm and (Commodity) Carry On
Geopolitical tensions and an outbreak of inflationary expectations have flowed into a less sanguine environment for all asset classes, including commodities.