Inflation: Is It Back and Does It Matter?

Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?

  • July 19, 2021
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.

  • July 16, 2021
Volatility Pricing Points to Rougher Ride Ahead

Analysis of recent data indicates that a growing percentage of investors are willing to pay a premium for protection against large equity market moves.

  • July 7, 2021
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.

A Multidimensional Volatility Environment

Despite the presence of volatility dampening forces, current average volatility is significantly higher than it was during the previous two low-vol phases.

  • May 27, 2021
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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.

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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.

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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.

3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why

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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.

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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.

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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.

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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.

The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

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.

  • February 13, 2020