Explore our thinking about today's financial markets
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From V-shaped recovery to bond vigilantes
April 15, 2021 | Fixed income
The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.
Capital Markets Outlook

Don't fall for inflation head fake
April 12, 2021 | Capital Markets Outlook
Large, repeated government stimulus packages do not necessarily lead to inflation. See what this means for our strategy.
Fixed Income Outlook

Bond investors chase yields amid vaccine rollout
January 27, 2021 | Fixed Income Outlook
Global financial markets trended higher during the fourth quarter, powered by the emergence of COVID-19 vaccines and continuing stimulus policies.
Equity Insights

Don’t be afraid of the inflation bogeyman
April 1, 2021 | Equity Insights
We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for positioning portfolios.

U.S.–China war of words playbook
The politics of the U.S.–China relationship have clearly become more complicated recently. The war of words over China’s handling of the coronavirus outbreak and the proposed new Hong Kong security law has the potential to create headwinds for the global economy and financial markets.