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Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?
The virus is fading from a year-end resurgence in most areas of the globe.
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Liquidity in a crisis: Comparing the credit market response in 2020 and 2008
The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...
Coronavirus and emerging markets: A three-tier challenge
The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
What investors need to know about the evolving economy
The five themes driving growth within the Evolving Economy
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
Thematic equities in focus
In many ways 2020 was an “extra”-ordinary year. People all around the world were forced into lockdowns, many businesses had to cease operations or were severely disrupted, whereas other parts of the ...