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Market Outlooks
Global Perspectives: A Contrarian Approach through the COVID Recovery
Curated content for RIAs.
How an independent mindset has shaped this manager's investment approach through a volatile ‒ and unique ‒ COVID environment.
Market Outlooks
It's Not Much, But We'll Take It
This piece is approved to use with clients.
Excluding this awful pandemic, we think most market observers would cite inflation as the greatest risk to the economy and markets.
Market Outlooks
Market GPS: ESG Investment Outlook 2022
Curated content for RIAs.
Paul LaCoursiere, Global Head of ESG Investments, explores four themes for 2022 that he considers pivotal to the direction of travel for environmental, social and governance (ESG) investing.
Market Outlooks
Omicron & The Fed Upend The Markets
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After a week away for the Thanksgiving holiday, we are happy to be taking pen to paper to share our thoughts on the economy and markets.
Market Outlooks
Thinking About Inflation and Rob Base (Effect)
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“It takes two to make a thing go right, it takes two to make it outta sight.” Some of us will remember dancing to “It Takes Two,” the massive ‘80s hit by Rob Base and DJ EZ Rock.
Market Outlooks
Productivity, Profits, and Pay
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Despite the Delta variant of the coronavirus, supply chain bottlenecks, a spike in input prices, and a meaningful employer/employee mismatch, the US economy continues to power ahead.
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.
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.
Market Outlooks
Nobody Likes to Pay More for Stuff. So Why Does The Fed?
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Given the shutting down of the economy last year, and the subsequent collapse in demand and prices, the year-on-year comparisons into 2021 pretty much guaranteed a dramatic jump in prices as the economy reopened; stressed supply chains are adding to inflationary pressures.