On the Minds of Investors | J.P. Morgan Asset Management

What is the outlook for alternatives in 2022?

There are plenty of opportunities across the alternative investment landscape. However, any allocation to alternatives should be outcome-oriented.

Is the case for international equities just about discounted valuations and currencies?

2022 and beyond should present investors with those in the form of above trend international growth and stabilization in China.

December recap: Are investors positioned for monetary shifts in 2022?

There was no shortage of market catalysts to begin December, with the emergence of the Omicron variant and hawkish comments from Federal Reserve (Fed) Chair Powell stirring the markets.

What will happen to the top 10 S&P 500 companies in 2022?

2021 was a better year than expected for U.S. equities, as a 34.5% increase in earnings expectations offset a 7.6% decline in valuations, leading to a price return of 26.9%.

Is Build Back Better dead?

This week, hopes of passing the Build Back Better (BBB) Act, the climate and social spending package, were dashed when Senator Joe Manchin of West Virginia said he would not vote for it due to concerns over further stoking inflation and increasing the national debt.

Should I expect a year-end correction?

Although lockdowns and restrictions may drag on economic activity in the near term, we see three key drivers of economic growth in 2022.

How can employer-sponsored plans better serve younger adults?

It is key that employers innovate the employee experience for younger professionals. Explore how employer-sponsored plans can better serve young adults.

Has the Federal Reserve (Fed) shifted more hawkish?

Overall, investors should be prepared for an active Fed over the next few years. We expect the Fed to begin raising rates in June, and deliver one hike per quarter thereafter.

Does a continued inflation heatwave mean a more hawkish Fed?

The November CPI report showed consumer prices rising at their fastest pace in nearly 40 years as surging gasoline prices, vehicle prices, and owner’s equivalent rent continued to drive inflation upwards.

November recap: How were portfolios positioned for November markets?

Although risk assets enjoyed positive returns for most of November, the emergence of a new COVID variant and a hawkish pivot from the Fed prompted a risk-off environment to close the month, with investors positioned accordingly.

Is volatility higher because of omicron?

Volatility has come roaring back, with the S&P 500 seeing its worst 2-day performance in over a year and the VIX back above 30 for the first time since February.

When will China’s economy find its footing?

It is now becoming clear that Chinese policy makers no longer focus exclusively on the quantity of growth, but also on its quality. In addition, several other policy goals are taking priority as well, such as deleveraging, decarbonization, common prosperity and public health.

What progress was made at COP26?

Some areas of the agenda were advanced, true progress may have been postponed to the end of 2022, when countries are expected to recommit or strengthen their net zero commitments, which currently fall short of limiting global warming to 1.5 degrees Celsius.

Why are rates moving, just not higher?

Rates have experienced some big swings recently, even though they have traded within a fairly narrow range over the past couple of months.

What does Fed policy mean for a fixed income portfolio?

Looking forward, while we don’t yet know which of the previous periods the next cycle will best resemble, the market is currently pricing Fed “liftoff” in mid-2022, with a total of five hikes complete by the end of 2023.

Where do we stand on infrastructure spending?

From our vantage point, it seems like a given that the President will sign the bipartisan bill into law. Looking at the budget reconciliation package, a deal will get done but it may come down to the wire.

Are all global central banks on the move?

Investors should not paint all central banks with the same brush stroke as normalization will come in different shades: some central banks are already or close to being on the move, others will remain somewhat patient until next year, while others will remain firmly on hold.

How will the FOMC begin to reduce policy support?

Tapering is not tightening, and while purchases will slow in the months ahead, the balance sheet will still expand by roughly $400 billion from now until mid-2022 and settle at around $9 trillion.

When will supply chain disruptions be resolved?

Semiconductors have come into focus as one of the best examples of the supply constraints faced by the global economy.

What can we expect from the U.N. Climate Change Conference?

The last summit in 2015 resulted in the Paris Agreement, an international treaty addressing climate change mitigation (by aiming to limit the increase in global temperatures by 1.5 degrees Celsius above pre-industrial levels), climate adaptation, and climate financing. Therefore, we anticipate meaningful discussion on these topics: achieving net zero, fiscal efforts , climate financing, carbon pricing.

What challenges are the Chinese economy and markets facing?

Recent economic data affirms China’s slowdown as the economy normalizes while still facing lingering pandemic obstacles and the consequences of its intentional long-term reforms.

Has the government run out of funding?

While these fears were warranted following the near technical defaults experienced in 2011 and 2013 due to the same debt ceiling issue, by a narrow vote, the House raised the debt ceiling on October 12th by $480 billion to $28.9 trillion, averting a technical default.

Is inflation still transitory?

While higher inflation and a recent slowdown in economic growth have stoked stagflation fears amongst investors, we continue to expect inflation to tame in the coming months.

Why do investors love technology companies?

Most investors seem to agree that technological adoption looks set to continue, but more and more we see people questioning the price they are paying for this exposure.

Why are oil prices soaring?

While it was expected that easing pandemic conditions would support demand for oil, the move in spot prices this year has caused investors to question whether these price pressures will persist and lead to higher inflation.

Should investors worry about stagflation?

The result of the supply bottlenecks has been slower sales and inventory build-up than desired, depressing growth. In addition, the short supply of goods and services has led to higher prices, with input and output price indices accelerating at record speed this year.

The debt ceiling dilemma: what should investors know?

From an investment perspective, elevated uncertainty will likely fuel additional volatility in both equity and credit markets through the first half of October.

What is behind the rise in volatility?

Rising volatility reflects a broader distribution of outcomes – clearly, the events of recent weeks have forced investors to broaden their horizons and embrace a wider range of scenarios.

Should global investors worry about the Chinese company Evergrande?

Chinese equities can still provide investors higher return and low correlation to other equity markets, while Chinese bonds can provide higher yields and low correlation to the global bond market.

Is Fed tapering all but certain?

The Federal Open Market Committee (FOMC) sent a slightly hawkish signal to markets on its monetary policy outlook, recognizing that the delta variant has slowed economic progress, but also that inflation may prove somewhat stickier than they previously assumed.

What are the driving forces behind ESG investing?

Sustainable investing, which considers environmental, social, and governance factors (ESG), is a philosophy most investors are aware of, but not all may fully understand it, as it has evolved meaningfully over the past few years.

How is private equity doing in a post-pandemic world?

As we move into the final months of 2021, it has become increasingly clear that the private market momentum which began to build in the back half of 2020 has shown no sign of abating.

Is the pandemic changing the long-term outlook for Social Security?

Due to pandemic-related unemployment, funding from payroll taxes is down, but this is expected to be temporary, so it shouldn’t set back the program significantly.

Cash crusade: Where does money created via QE actually go?

As tapering moves to the forefront of policy discussions, investors should understand the mechanics of quantitative easing, how money is created and flows into the financial system, and the impact it’s having on financial markets.

Where are Millennials investing their money?

With greater attention being paid to younger Americans by the investment management industry, financial professionals are increasingly curious about the what, why and how of Millennial money management.

What is the cost of extreme weather?

Extreme weather has prompted policy makers to focus on more resilient infrastructure and investments to mitigate climate change, which has meaningfully exacerbated extreme weather events.

Achieving net zero: The path to a carbon-neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

When will the semiconductor shortage be resolved?

While a variety of different input costs have been rising, a shortage of semiconductors has led to tight supply and demand dynamics around the world.

What should investors do after China’s increase in regulations?

Investing in China the right way is key: with a portfolio of companies, listed both offshore and onshore, with a manager that has a local presence and can do long-term fundamental analysis.

How should investors view the recent Chinese equity sell-off?

This paper, written by Chaoping Zhu, discusses the Chinese new reforms and the subsequent selling pressure in Chinese equities, and what this means for investors.

Progress towards (substantial) progress

The FOMC statement highlighted the continued improvement in economic conditions due to progress on vaccinations, but noted risks to the outlook still remain, largely reflecting the rise in cases over the past few weeks in unvaccinated communities.

Should I be worried about another recession?

It is reasonable to believe that at some point we will see the U.S. economy return to a trend pace of growth, and furthermore, it would not be surprising for the recovery to be a bit more uneven that was originally anticipated.

Millennials: unique challenges for younger investors

Understanding how to properly navigate conversations with Millennials and recognize the unique challenges that face younger investors today are important steps in building a successful relationship with the next generation of wealth.

Navigating conversations with the next generation of wealth

Generational differences can present a challenge when navigating money management. Discover our best practices for making these conversations more fruitful.

Where is inflation heading?

One of the most prevalent concerns among investors today is where inflation is heading next.

What are the investment implications of rising global inflation?

After a sharp drop in 2020, global inflation is rising due to recovering energy, surging goods and normalizing services prices. This reflation signals building momentum in the global economy, a support for credit and equities, especially of cyclical regions like Europe, Japan, and EM ex-North Asia.

What does post-COVID leverage mean for investing?

While many changes are likely to emerge, one clear trend, with far-reaching macro and market implications, is the increase in leverage, says Azzarello.

What’s the Federal Reserve’s outlook for monetary policy?

At the June meeting, the Federal Open Market Committee (FOMC) signaled a more hawkish stance towards its monetary policy outlook driven by a materially stronger growth and inflation outlook in the medium term.

What do higher wages mean for corporate profits?

The bottom line is that if inflation begins to rise, interest rates will rise, and valuations will come under pressure. So far, 2021 has been characterized by range bound valuations and rising earnings estimates, which has allowed the equity market to trend higher during the first half of the year.

Money Moves: Where are the U.S. equity opportunities and how are investors positioned?

Following the recession in the first half of 2020, U.S. equities rebounded quickly. Today, partly due to this and partly due to the strong domestic reopening story, U.S. equities make up roughly 79% of total investor equity allocation, just 20 bps shy of an all-time high.

How can I prepare for a market correction?

Investors may want to focus on the intersection of valuation and historical volatility when positioning equity portfolios for what could be a bumpy ride this summer.

Why are Emerging Market equities underperforming during this year of the recovery?

EM offers investors access to powerful structural growth stories of the expansion: technological innovation and the rise of the EM Asia middle class, themes that will come back into favor once investors look past the early cycle economic growth surge.

Will job growth disappoint?

A disappointing April report suggested a combination of higher federal unemployment benefits, lingering COVID concerns, and remote schooling constrained job growth, but as many of these factors ease in the coming months, job growth should increase.

What has been going on with cryptocurrencies?

Regardless of one’s personal view, digital assets and cryptocurrencies are becoming an increasingly large part of the global financial system. As such, more and more investors are asking how they should think about them as both investments and currencies.

Which markets have further room to run in the year of the recovery?

Looking ahead, European equities should stay supported given a substantial improvement in vaccinations, upcoming fiscal support, and a sizable valuation discount relative to the U.S. for a market that offers access to both the cyclical recovery and an inflation hedge.

Net zero: What opportunities arise from a carbon neutral world?

The most successful companies of the past decade are not necessarily going to be the leaders of the next decade. Sustainability is likely to be a decade-defining theme, creating opportunities for the next generation of innovative companies.

What do higher taxes mean for retirement outcomes?

How will higher taxes impact retirement savings? Explore how resilience to tax changes can maximize after-tax returns for better retirement outcomes.

Net zero: How can policymakers drive net zero carbon emissions?

Policymakers will be the key drivers of efforts to mitigate climate change, and given the urgency and sheer scope of the challenge, they will need to pull on all of the levers available.

Money Moves: How should investors be positioned within International equities, and where have dollars actually gone?

With future domestic market returns constrained by heightened valuations, other opportunities must be sought out: international equities remain one of the best.

How might the American Jobs Plan impact the municipal bond market?

President Biden’s recently proposed American Jobs Plan outlines a robust strategy to rebuild the nation’s infrastructure, while also including significant funding for clean energy and affordable housing.

Net zero: How do we reach net zero carbon emissions?

Achieving net zero carbon emissions will be no easy feat. It will require major innovation and investment. Therefore, it presents incredibly lucrative opportunities for the companies and countries that succeed.

Should “do-it-yourselfers” invest at all-time highs?

While we cannot time the market, fundamentals remain supportive. With this in mind, investors saving for retirement should be positioned more aggressive in their allocations.

How can companies boost return on equity?

In general, there are three levers that a corporation can pull to boost return on equity – margins can expand, assets can be used more efficiently, or more leverage can be taken on .

Are we in a commodity super-cycle?

All told, the post-COVID global recovery should help to sustain commodity performance in the near-term, a boon for investors looking to hide from inflation or diversify portfolios. However, it seems premature to call this anything more than a strong recovery.

What should investors expect from China’s economy this year?

After this year’s 18% correction in the MSCI China, valuations are now presenting a more interesting entry point. Over the next decade, China’s growing capital markets and its increasing size in the 60/40 portfolio is the most interesting development to watch.

How can I improve my expected rate of return?

2020 was an incredible year in the capital markets. However, in the wake of very strong performance for both stocks and bonds over the past 12-months, as well as the past decade, most traditional assets are looking expensive.

Can international stocks provide a hedge against rising inflation?

Inflation has been a hot topic amongst investors. Globally, inflation is expected to rise this year from 2020’s low levels. This reflation, a sign that the economy is operating above potential, should lead to strong earnings growth as well

What is going on with the “average” stock?

Although we are not inclined to chase recent performance, it seems reasonable to expect that a more balanced approach to equity markets could help investors navigate what remains a very uncertain world.

How will the Fed’s decision on the Supplementary Leverage Ratio (SLR) impact markets?

For better or for worse, banks are required to meet various liquidity and leverage requirements. One ratio that measures a bank’s ability to absorb losses is the Supplementary Leverage Ratio (SLR). The SLR formula measures tier 1 capital, which consists mostly of common and preferred stock, as a percent of total leverage exposure.

Should investors be concerned about a “Taper Tantrum” hurting EM?

Later this year, we expect the Fed to announce plans to taper its bond purchases, but EM is better positioned should a surge in real yields occur. In 2013, concerns centered on EM countries that had external vulnerabilities (such as large current account deficits), which left them particularly exposed to capital outflows.

How could vaccine hesitancy affect the global recovery?

Despite many other measures to help slow the spread of COVID-19, there is only one that can end the pandemic: broad global vaccination.

What has COVID-19 meant for working women?

The Federal Reserve has made it clear that they are laser-focused on returning to full employment. One can only wonder if they will be looking for a durable rise in the overall participation rate, or whether they will take a more granular view and seek more equal progress across the gender spectrum.

What kind of equities should I own if inflation is rising?

The remainder of 2021 should see an acceleration in economic activity, rising inflation, and higher interest rates. In general, this dynamic should support the outperformance of value relative to growth, with attractive relative valuations acting as an additional tailwind for value outperformance.

Should I brace myself for higher oil prices?

The March 4th OPEC+ meeting passed with more fanfare than is typically associated with the organization’s biannual summit. As is normal, OPEC countries, led by Saudi Arabia, met with key non-member states to discuss output changes.

How has COVID-19 impacted working women?

The pandemic has presented many challenges for working parents— simultaneously managing full-time jobs, supervising children’s remote learning, and tackling household chores, with fewer options for outside assistance.

Money Moves: How should investors be positioned within the Fixed Income market, and where have dollars actually gone?

Given the modest back-up in yields over the last several months, many investors are wondering if, and how, the role of fixed income in a portfolio might change moving forward.

How will the COVID recovery compare to the Financial Crisis recovery?

Comparing the recoveries of the global financial crisis (GFC) and the pandemic recession is like comparing the tortoise and the hare: the aftermath of the former was slow and steady, while the latter should experience a burst of speed ahead.

How might the TGA drawdown impact markets?

Among the many considerations the Federal Reserve has to take in managing monetary policy, the behavior of the Treasury Department can be one of the more challenging. The Treasury Department holds its cash on deposit in the Treasury General Account at the Fed.

Is a market correction coming?

Most investors believe that the reflation trade will define markets in 2021. However, more and more clients are asking us what could undermine this narrative and precipitate a market correction.

What should I consider when investing for retirement?

A key behavioral misstep investors should always avoid is trying to time the market, and 2020 showed just how detrimental timing the market could be.

Is the recent outperformance of international stocks sustainable?

Investors should always look forward: a new global economic cycle is beginning in which international can take the baton from the U.S.

How has COVID-19 impacted retirement strategies?

The financial stress of 2020 forced many people to tap retirement savings. Explore how emergency reserve funds could have protected retirement strategies.

How is the vaccine rollout progressing?

Following several consecutive announcements of vaccine candidate success in November 2020, markets began pricing in an end to the COVID-19 pandemic.

What is going on with the retail investor?

Markets saw retail investors pile into highly-shorted, small cap equities in an effort to push back on the institutional investment community

Were there any V-shaped recoveries from the COVID recession?

In the end, were there any V-shaped recoveries from the COVID recession? There is only one example around the world: China.

What’s going on with stock market sentiment?

While fundamentals– valuations, earnings and economic growth – dominate in the long run, the short run is a different matter.

Should I expect a market correction?

The S&P 500 has marched steadily higher from its March 23rd low against a backdrop of investor skepticism. In previous posts, we have discussed how this rally is being driven by three things.

Will the Fed cause inflation?

The balance sheet of the U.S. Federal Reserve (Fed) has increased by 2.9 trillion USD since the start of March, meaning that in just over eleven weeks it has grown more than it did in the five years following the Financial Crisis.

How will COVID-19 affect Sustainable Bonds?

Global governments have been swift and bold in supporting their economies, building a bridge to get consumers, small businesses and corporates over the present abyss to the other side. Given the unknown breadth and depth of the abyss, more stimulus may be required.

Has all EM behaved the same way this year?

Year-to-date, emerging market (EM) equities are down -17.6%, as a combination of the COVID-19 recession and the oil price shock has led to downward revisions to earnings expectations, as well as weaker currencies relative to the U.S. dollar.

Impact of being out of the market

This edition of On the Minds of Investors comes from, Katherine Roy, our Chief Retirement Strategist here at J.P. Morgan Asset Management. Her team oversees The Guide to Retirement (GTR), which is a best-in-class resource for breaking down and simplifying complex retirement issues like Social Security and Medicare.

Is now the time to invest in small cap stocks?

Global markets have roiled in the face of COVID-19 and social distancing, and many investors are looking to “pick up the pieces,” eagerly hunting for the next big opportunity.

Why are oil prices negative?

Earlier this week, oil prices turned negative for the first time in history, with WTI trading as low as -$37 a barrel.

What will the reopening of the economy look like?

Over the past two months investors have digested the COVID-19 shock: the fast spread of the virus around the world, the social distancing measures implemented and the resulting economic and earnings recession.

1Q20 earnings: Virus oddity

1Q20 earnings season will provide an important first look at how the ongoing pause in global activity is impacting corporate earnings.

What does COVID-19 mean for real estate?

The industries most impacted by social distancing account for 20% of payroll employment, and consumer spending across those industries account for 20% of GDP.

What are the risks and opportunities in high yield?

Today’s objectively complicated credit market may be an excellent source of future portfolio growth, says Dryden.

Will American small business fire its workers?

Ultimately, how high the unemployment rate gets is dependent on one key question: will American small business fire its workers, says Manley.

A COVID-driven spike in claims

Initial claims for unemployment insurance surged to the highest level ever: 3,283,000, spiking from a slightly revised 282,000 last week.

The COVID-19 Relief Bill-Holding the Economy in Suspended Animation

This paper, written by Dr. David Kelly, reviews the U.S> relief bill and its investment implications.

What is the Fed doing and what does it mean for fixed income?

The U.S. Federal Reserve (Fed) has pulled out its alphabet bazooka in an effort to ensure sufficient liquidity and the smooth functioning of financial markets, while also providing credit to businesses that are affected by the spread of COVID-19 and the stall in global economic activity.

What will an earnings recession look like?

As economists continue to revise down their 2020 GDP estimates, a lot of clients have been asking us about the potential impact on earnings.

Can the Fed do more?

This past Sunday, the U.S. Federal Reserve (Fed) fired a last desperate salvo in an attempt to stabilize financial conditions, the second emergency inter-meeting cut in two weeks.

What policy response would help to stabilize markets?

Coming into this year, we expected an improvement in global economic growth, as 2019’s policy uncertainty clouds dissipated.

The investment implications of COVID-19: An update

The COVID-19 crisis confirms, once again, the value of a diversified portfolio, says David Kelly.

What does the latest oil price collapse mean for investors?

It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure.

Should I buy the dip?

There is not a clear answer. However, what we can provide perspective on, is where we are finding value, according to David Lebovitz.

How does Super Tuesday affect the election campaign ahead?

Former Vice President Joe Biden made a surprise comeback during the Super Tuesday contests, paving the way for a two-person race to the Democratic nomination.

Monetary medicine of limited effectiveness

Even with this Fed action, there will likely be calls for fiscal action to support to businesses suffering from the response to virus fears, says David Kelly.

What do you like more, value or growth?

Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.

Should investors worry about the jobs market?

Taken at face value, the fall in job openings is concerning and warrants careful monitoring.

What does the coronavirus mean for investors?

Financial markets have fallen sharply on concerns of the coronavirus, a respiratory illness first identified in Wuhan, China, spreading globally.

What is priced in to equity markets?

Equity market valuations have risen substantially in recent months, with the forward P/E ratio of the S&P 500 now at a level of 18.6x.

Should investors worry about inflation?

Investors are now asking whether inflation could return, threatening the rally in financial markets.

Should I wait to buy the dip?

Buying the dip - the coveted strategy (almost) all investors like to employ.

Will tensions with Iran cause an oil spike?

Rising geopolitical tensions with Iran have led to some fears over potential oil supply shocks out of the Middle East.

Why should I stay invested?

Rising geopolitical tensions with Iran have led to some fears over potential oil supply shocks out of the Middle East.

Investment Vehicles

Investment Options

Capabilities & Solutions

Market Insights

Portfolio Insights

Retirement Insights

Dr. David Kelly

Alex Dryden

David Lebovitz

Jack Manley

Gabriela Santos

Katherine Roy

Dan Notto

Dr. David Kelly

Alex Dryden

David Lebovitz

Jack Manley

Gabriela Santos

Katherine Roy

Dan Notto

Copyright 2022 JPMorgan Chase & Co. All rights reserved.

LATEST COMMENTARY

What is the outlook for alternatives in 2022?

Is the case for international equities just about discounted valuations and currencies?

December recap: Are investors positioned for monetary shifts in 2022?

What will happen to the top 10 S&P 500 companies in 2022?

Is Build Back Better dead?

Should I expect a year-end correction?

How can employer-sponsored plans better serve younger adults?

Has the Federal Reserve (Fed) shifted more hawkish?

Does a continued inflation heatwave mean a more hawkish Fed?

November recap: How were portfolios positioned for November markets?

Is volatility higher because of omicron?

When will China’s economy find its footing?

What progress was made at COP26?

Why are rates moving, just not higher?

What does Fed policy mean for a fixed income portfolio?

Where do we stand on infrastructure spending?

Are all global central banks on the move?

How will the FOMC begin to reduce policy support?

When will supply chain disruptions be resolved?

What can we expect from the U.N. Climate Change Conference?

What challenges are the Chinese economy and markets facing?

Has the government run out of funding?

Is inflation still transitory?

Why do investors love technology companies?

Why are oil prices soaring?

Should investors worry about stagflation?

The debt ceiling dilemma: what should investors know?

What is behind the rise in volatility?

Should global investors worry about the Chinese company Evergrande?

Is Fed tapering all but certain?

What are the driving forces behind ESG investing?

How is private equity doing in a post-pandemic world?

Is the pandemic changing the long-term outlook for Social Security?

Cash crusade: Where does money created via QE actually go?

Where are Millennials investing their money?

What is the cost of extreme weather?

Achieving net zero: The path to a carbon-neutral world

When will the semiconductor shortage be resolved?

What should investors do after China’s increase in regulations?

How should investors view the recent Chinese equity sell-off?

Progress towards (substantial) progress

Should I be worried about another recession?

Millennials: unique challenges for younger investors

Navigating conversations with the next generation of wealth

Where is inflation heading?

What are the investment implications of rising global inflation?

What does post-COVID leverage mean for investing?

What’s the Federal Reserve’s outlook for monetary policy?

What do higher wages mean for corporate profits?

Money Moves: Where are the U.S. equity opportunities and how are investors positioned?

How can I prepare for a market correction?

Why are Emerging Market equities underperforming during this year of the recovery?

Will job growth disappoint?

What has been going on with cryptocurrencies?

Which markets have further room to run in the year of the recovery?

Net zero: What opportunities arise from a carbon neutral world?

What do higher taxes mean for retirement outcomes?

Net zero: How can policymakers drive net zero carbon emissions?

Money Moves: How should investors be positioned within International equities, and where have dollars actually gone?

How might the American Jobs Plan impact the municipal bond market?

Net zero: How do we reach net zero carbon emissions?

Should “do-it-yourselfers” invest at all-time highs?

How can companies boost return on equity?

Are we in a commodity super-cycle?

What should investors expect from China’s economy this year?

How can I improve my expected rate of return?

Can international stocks provide a hedge against rising inflation?

What is going on with the “average” stock?

How will the Fed’s decision on the Supplementary Leverage Ratio (SLR) impact markets?

Should investors be concerned about a “Taper Tantrum” hurting EM?

How could vaccine hesitancy affect the global recovery?

What has COVID-19 meant for working women?

What kind of equities should I own if inflation is rising?

Should I brace myself for higher oil prices?

How has COVID-19 impacted working women?

Money Moves: How should investors be positioned within the Fixed Income market, and where have dollars actually gone?

How will the COVID recovery compare to the Financial Crisis recovery?

How might the TGA drawdown impact markets?

Is a market correction coming?