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Opportunities Expand as Emerging Markets Evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
Research in Action: The Commodities Comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
The Impact of War on European Energy Policy
How the Russia/Ukraine conflict is driving European energy policy.
Market Volatility Amplifies Themes in Industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
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.
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.
The Case for Energy Stocks
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Assessing the potential impact of rising commodity prices on the global economy, particularly in Europe.
Research in Action: Can the Energy Recovery Continue?
Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.