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Macroeconomic & Geopolitical
Anatomy of a Recession: Not Your Father’s Energy Crisis
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The economic outlook bears little resemblance to the early pandemic, with consumption and business activity likely to slow from elevated levels but remain positive.
Market Outlooks
Market Week in Review: What’s driving the volatility in markets?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Is U.S. wage growth starting to slow?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: More than meets the eye? Unpacking the first-quarter decline in U.S. GDP
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Is China’s 2022 growth target still attainable?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Is U.S. inflation peaking?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
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One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.