Insight May 2, 2022
Market View: Geopolitical Shocks and Market Performance
Here’s a closer look at how these negative events have influenced markets over the past few decades.
Additional Insights on Volatility
Insight
April 18, 2022
Inflation Could Change Everything for Asset Allocations and Yield Curves
Investors may have to rethink traditional allocation strategies as the long-standing relationship between equity and fixed-income returns has been upended.
Insight
April 4, 2022
Should Investors be Troubled by the U.S. Yield Curve?
The Fed has finally hiked. What can the shape of the yield curve tell us‒and not tell us‒about the state of the economy?
Insight
April 4, 2022
Amid Market Volatility, Innovation Maintains Its Edge
Companies with high research and development (R&D) expenditures relative to revenues have been shown to generate higher revenue and earnings growth than those with lower levels of R&D spending
Insight
April 4, 2022
Tightening U.S. Labor Market May Force the Fed’s Hand
U.S. Federal Reserve policymakers may have to maintain a rapid pace of rate hikes to counter inflation fueled by strong job growth.