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Interest Rates
07/22/2021
Why have rates fallen off their recent highs in spite of improving economic conditions?
The US public equity market is shrinking while the international equity market is growing—in terms of both size and opportunity for investors.
Emerging-markets inflation is close to its peak level for 2021, but it probably won't last long. A “disinflationary” trend is likely to follow in the latter part of the year.
The innovative tech industry is driving growth, and investors may still be poised to benefit.
The new structural shifts in the fixed-income market require a new approach to investing.
I believe we're likely on the verge of an inflation regime change.
We believe the intersection of climate change and national security is in its early stages.
Join Nanette as she discusses fixed-income opportunities, inflation pressures, and international investing in the second half of 2021.
Global Investment Strategy
07/07/2021
As we approach the second half of the year, how might vaccine progress, policy support, and continuing inflation pressures impact investors?

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