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Manager Commentaries

Finding growth potential in unexpected places

Finding growth potential in unexpected places

For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.

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How could the yield curve impact risk assets in 2022?

How could the yield curve impact risk assets in 2022?

The Fed's policy changes will have implications for the U.S. Treasury market and other financial assets.

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Investment updates

By the numbers

The global economy this week


January 18 — Highlights of the past week, from central bank policies to trade and currency trends.

Growth

EUROZONE: Industrial production rose 2.3% in November compared with October.

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MARKET OUTLOOKS

Most recent


Equity Insights  |  January 3, 2022

The equity bull market is intact

Capital Markets Outlook  |  Q1/2022

Revisiting the rates conundrum

Fixed Income Outlook  |  Q4/2021

Bond markets navigate crosscurrents of rates and inflation

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