Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
Why we believe a rate hike backing up hawkish rhetoric is a step in the right direction for calming a jittery bond market.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
Why we believe investors should actively consider short-duration fixed income.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.