Inflation
US Inflation Tracker – May 12, 2022
US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
Devils, Details, and Market Overhangs
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
Sell the Angst, Buy the Tanks?
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.