Equities
Equity markets and the global reflation trade
What reflation is, how it has historically been manifested, and what it means for today’s equity markets.
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Research report
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Research report
Earnings power: Equities face a challenged profit landscape
Corporate earnings have hit a snag and could inject volatility into markets going into 2020.
Blog
Stock buybacks: A mountain or a molehill?
Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.
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