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Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
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Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
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U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
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European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.
Market Outlooks
Global Weekly Commentary: Pockets of value in stocks as rates rise
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Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.