Manager Commentaries
Equity
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.
Macroeconomics
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.
Investment updates
Most recent
December 9 — How could the yield curve impact risk assets in 2022?
November 17 — The Fed’s conundrum — $7 lattes, $5 gas, 0% interest rates
November 5 — $100 oil may be a pipe dream
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.
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
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