Manager Commentaries
Sustainable investing
Company diversity and social justice
Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.
Macroeconomics
U.S.–China war of words playbook
The politics of the U.S.–China relationship have clearly become more complicated recently. The war of words over China’s handling of the coronavirus outbreak and the proposed new Hong Kong security law has the potential to create headwinds for the global economy and financial markets.
Investment updates
The global economy this week
June 22 — Highlights of the past week, from central bank policies to trade and currency trends.
Growth
U.S.: Retail sales surged 17.7% in May.
Most recent
Capital Markets Outlook | Q2/2020
Markets wrestle with policy versus the pandemic
Equity Outlook | Q2/2020
The road to recovery for equities
Fixed Income Outlook | Q2/2020
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