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Market Outlooks
Weekly Market Compass: The Fed’s foreshadowing may help avoid another ‘taper tantrum’
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It’s “back to school” season in many parts of the world, which always brings back warm memories for me.
Market Outlooks
Weekly Market Compass: A closer look at the Chinese tech sell-off
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I often use this blog as an opportunity to answer pressing questions from clients. And recently, it seems almost all the questions we are getting are about China – what is going on with Chinese stocks and whether investors should abandon them.
Market Outlooks
Weekly Market Compass: What’s driving low Treasury yields?
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Last week, we saw yields on US Treasuries reach fresh multi-month lows. The 10-year yield fell to 1.25% during the week, although it was able to finish the week modestly higher.
Market Outlooks
Weekly Market Compass: Markets watch closely as variants reshape COVID landscape
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Variants emerge as a global concern
The Delta variant (B.1.617) is spreading at a rapid rate, which has caused the World Health
Market Outlooks
Tech stocks’ short-term struggles may lead to long-term buying opportunities
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Technology stocks have been under pressure this year — thus far, the tech sector has been the second-worst-performing sector in the S&P 500 Index in 2021.1 However, while I don’t expect tech stocks to lead the market in performance very soon, I think there are some compelling reasons for investors with a long time horizon to treat any significant tech sell-offs as buying opportunities.
Market Outlooks
Weekly Market Compass: Four truths about inflation and the Fed
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Last week, investors shuddered as data showed a big rise in prices in the US and a greater-than-expected rise in prices in the eurozone. Stocks sold off, US Treasury yields climbed higher, and market pundits obsessed over inflation. I feel it’s important at this juncture to remind investors of a few truths surrounding inflation and the Federal Reserve.
Market Outlooks
Market GPS: Equity Perspectives
Featuring the latest quarterly insights from our investment teams:
- Powerful factors coalescing for a rebound in U.S. travel and leisure.
- Health care’s innovation shifts into high gear.
- Technology: solutions for a sustainable future in transport.
- Emerging market equities: China’s “smart” opportunity.
Sustainable Investing
The ABC’s of ESG
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community, particularly following the events of 2020. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Market Outlooks
Accelerating Growth for 2021?
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Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Sustainable Investing
Global Perspectives: Sustainable Investing in Clean Technologies
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In this episode of our “Global Perspectives” podcast series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.