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Will Japan Join the Tightening Party?
Considering whether Japan could join other developed market peers in the exit from accommodative policy.

Closer to Normal? The Outlook for Small-Cap Growth Equities
Can small-cap growth equities return to “smart growth” in 2022?
Opportunities in Health Care in 2022
COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?

Flattening Is Not Flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.
Global Perspectives: A Contrarian Approach through the COVID Recovery
A discussion of the unique aspects of the COVID investment environment.

Favoring Stability in U.S. Fixed Income in 2022
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.

Despite Headwinds, Progress Continues for U.S. Equities
Portfolio Manager Jeremiah Buckley sees continued progress in U.S. equities amid the economic recovery.