Economy
Can Big Tech Earnings Calm Market Fears?
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
US Policy Makers Respond to Russia’s War on Ukraine
The President and Congress take steps to sanction Russia and aid Ukraine financially. With no easy answers, the fallout is unknown and certainly complex.
Russia’s Invasion of Ukraine – How We Got Here
As Putin invades Ukraine, our government policy expert Susan Olson outlines how Russia came to this position and the multi-faceted risks that could ensue.
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
A Fixed Income Predicament: The Case for a Flexible, Active Approach
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
Are Bidenomics the Beginning of a New Economic Era?
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?