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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
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Market Outlooks
Global Stocks Fall on Hawkish Central Banks, U.S. Inflation May Slide
Stocks fell for the week after whiplash following the Fed meeting. Core U.S. inflation may tick down in report this week.
Market Outlooks
Tectonic Shifts in the Investing Landscape
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Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
MarketScape: The Fed’s Trillion Dollar Recession Question
The Fed’s big rate hike last week triggers the question of whether the Fed’s inflation fight will cause a recession. Director of Short Duration Fixed Income Peter Yi, CFA, examines the Fed’s move and what may happen next.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.