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Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Investing Ideas
[Infographic] Electric-vehicle sales are soaring, driving changes in the market
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Electric vehicles are becoming more popular, but changing the market with each purchase.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Chips are down but auto ABS opportunity is up
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Semiconductor shortage is an all-around positive for these asset-backed securities.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
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Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Student of the Market: October
Stay on top of changing market environments by learning from their historical parallels.