Economy
Inflation: Is It Back and Does It Matter?
Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?
Expansion Phase Continues: Investment Outlook July 2021
Economic growth appears favorable for credit and equity markets in 2021, says Loomis, Sayles & Company’s Senior Macro Strategies Analyst Craig Burelle.
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?
What Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
6 Things to Watch as the Global Recovery Ramps Up
Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.
Biden and the Paris Agreement: What Rejoining Could Mean for Investors
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Blowing Out Subscription Economy Strategy's 1st Candle
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
5G: Connecting the World
Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.
Post-Crisis Washington: How Might Politics Inform New Legislation?
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Brexit and European Trade: What’s Been Accomplished – and What’s Next?
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
Housing Finance Reform and the Biden White House: What’s Next?
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Election 2020: Record Turnout, Razor-Thin Results, What Now?
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Have Markets Become Addicted to Stimulus?
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
View from Washington: A Supreme Court Seat Enters the Election Fray
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
Measuring the Sustainability of US Economic Recovery in COVID Times
Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.