Manager Commentaries
Macroeconomics
Precautionary stockpiling and its impact on growth
Companies are buying raw and intermediate goods at a record pace, which will influence economic growth in 2022.
Equity
Finding growth potential in unexpected places
For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.
Investment updates
The global economy this week
January 24 — Highlights of the past week, from central bank policies to trade and currency trends.
Inflation/deflation
EUROZONE: The annual inflation rate increased to 5.0% in December from 4.9% in November.
Most recent
Equity Insights | January 3, 2022
The equity bull market is intact
Capital Markets Outlook | Q1/2022
Revisiting the rates conundrum
Fixed Income Outlook | Q1/2022
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