Explore our thinking about today's financial markets
Capital Markets Outlook
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
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.
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.