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Interest Rates
What Happened to That Rate Sell-Off?
Why have rates fallen off their recent highs in spite of improving economic conditions?
International
The Incredible Shrinking US Equity Market
The US public equity market is shrinking while the international equity market is growing—in terms of both size and opportunity for investors.
Market Perspectives
Midyear Outlook: Emerging-Markets Inflation Has Arrived, But Will It Stick Around?
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.
Market Perspectives
Global Equities Outlook: Widespread Tech Innovation: Don’t Miss the Forest for the Really Big Tree
The innovative tech industry is driving growth, and investors may still be poised to benefit.
Fixed Income
Fixed Income Outlook: A Year of Transition: Four Steps to Investing in Fixed Income
The new structural shifts in the fixed-income market require a new approach to investing.
Global Macro Analysis
Global Macro Outlook: What Does “Good” vs. “Bad” Inflation Really Mean?
I believe we're likely on the verge of an inflation regime change.
Market Perspectives
Global Macro Outlook: Complex Catastrophe: Climate Change as a National-Security Threat
We believe the intersection of climate change and national security is in its early stages.
Global Investment Strategy
Webinar Replay: Midyear Outlook: Inflation Is Here. How Long, How Strong?
Join Nanette as she discusses fixed-income opportunities, inflation pressures, and international investing in the second half of 2021.
Global Investment Strategy
Midyear Outlook: Inflation Is Here: How Long, How Strong?
As we approach the second half of the year, how might vaccine progress, policy support, and continuing inflation pressures impact investors?
Interest Rates
What Happened to That Rate Sell-Off?
07/22/2021
Why have rates fallen off their recent highs in spite of improving economic conditions?
International
The Incredible Shrinking US Equity Market
07/22/2021
The US public equity market is shrinking while the international equity market is growing—in terms of both size and opportunity for investors.
Market Perspectives
Midyear Outlook: Emerging-Markets Inflation Has Arrived, But Will It Stick Around?
07/20/2021
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.
Market Perspectives
Global Equities Outlook: Widespread Tech Innovation: Don’t Miss the Forest for the Really Big Tree
07/16/2021
The innovative tech industry is driving growth, and investors may still be poised to benefit.
Fixed Income
Fixed Income Outlook: A Year of Transition: Four Steps to Investing in Fixed Income
07/13/2021
The new structural shifts in the fixed-income market require a new approach to investing.
Global Macro Analysis
Global Macro Outlook: What Does “Good” vs. “Bad” Inflation Really Mean?
07/09/2021
I believe we're likely on the verge of an inflation regime change.
Market Perspectives
Global Macro Outlook: Complex Catastrophe: Climate Change as a National-Security Threat
07/09/2021
We believe the intersection of climate change and national security is in its early stages.
Global Investment Strategy
Webinar Replay: Midyear Outlook: Inflation Is Here. How Long, How Strong?
07/08/2021
Join Nanette as she discusses fixed-income opportunities, inflation pressures, and international investing in the second half of 2021.
Global Investment Strategy
Midyear Outlook: Inflation Is Here: How Long, How Strong?
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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