Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?
Economic growth appears favorable for credit and equity markets in 2021, says Loomis, Sayles & Company’s Senior Macro Strategies Analyst Craig Burelle.
Analysis of recent data indicates that a growing percentage of investors are willing to pay a premium for protection against large equity market moves.
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?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Despite the presence of volatility dampening forces, current average volatility is significantly higher than it was during the previous two low-vol phases.
Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
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.
Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
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.
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.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
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.
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.