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MarketScape: Navigating a European (and Global) Stall Speed Economy
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Central bankers in Europe are walking a tightrope amid inflation and potential recession, as the global economy slows while key components of inflation persist. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, explains how investors can keep their balance with modest risk-taking.
Market Outlooks
MarketScape: A Fed Pause in June? “An Ongoing Assessment”
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After raising its policy rate again on Wednesday, the Fed may be signaling that it’s ready for a pause. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Market Outlooks
MarketScape: The Fed’s Inflation Fight Is Still On
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The Federal Reserve’s mild rate hike after the collapse of Silicon Valley Bank doesn’t mean it’s prioritizing financial stability over price stability.
Market Outlooks
MarketScape: Silicon Valley Bank’s Shockwave of Uncertainty Likely to Settle
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The surprise failure of Silicon Valley Bank and acquisition of Credit Suisse have sent shockwaves of uncertainty across financial markets. Chief Investment Strategist for North America Chris Shipley explains how it’s impacting investors.
Market Outlooks
MarketScape: Equity Investing: Is Time on Your Side?
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In the last 15 years, 7% of U.S. fundamental equity strategies have beaten their benchmarks while 100% of equity factors have done so. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., explains why.