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Manager Commentaries

U.K. rebounds as consumers splurge, factories rev up

U.K. rebounds as consumers splurge, factories rev up

The U.K. economy is recovering as retail sales, manufacturing and services show strong growth, driven by the easing of lockdown rules.

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Toys, cars, and the U.S. recovery

Toys, cars, and the U.S. recovery

We believe growth in the United States remains strong, but expectations need to be revised lower.

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Investment updates

By the numbers

The global economy this week


June 21 — Highlights of the past week, from central bank policies to trade and currency trends.

Inflation/Deflation

EUROZONE: Annual inflation rose to 2.0% in May from 1.6% in April.

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MARKET OUTLOOKS

Most recent


Equity Insights  |  June 1, 2021

How BDCs can help in changing equity markets

Capital Markets Outlook  |  Q2/2021

Don't fall for inflation head fake

Fixed Income Outlook  |  Q2/2021

Bond markets restless amid inflation hype

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