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Manager Commentaries

Precautionary stockpiling and its impact on growth

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.

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Finding growth potential in unexpected places

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.

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Investment updates

By the numbers

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.

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MARKET OUTLOOKS

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

Bond markets fluctuate amid shifting Fed policy

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