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Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →

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Exploring a range of subjects as diverse as our product lineup.

Q1 2022 Review & Outlook

2022 is off to a rocky start with inflation, economic growth and the trajectory for higher policy interest rates remaining center stage. ... By Jon Maier; Michelle Cluver, CFA

Q4 2021 Review and Outlook

2021 was a strong year for U.S. equity markets. The S&P 500 Index returned +11.0% in Q4, bringing its 2021 return to ... By Jon Maier; Michelle Cluver, CFA

2022 Outlook: The Fed’s Great Balancing Act

With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA

Q3 2021 Review and Outlook

The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for the second half were revised down ... By Jon Maier, Michelle Cluver, CFA

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