More of our insights
Flexibility important as 2020 leaders become laggards
Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.
Stocks’ path higher in 2021 has been rocky
Equities’ rise this year has been choppy as investors confront new challenges. Our chart looks at stocks’ path and why flexibility remains important.
Flexibility paramount amid value-growth transition
Value stocks are showing signs of life as rates rise. This week’s chart looks at the change and suggests flexible mandates are more important than ever.
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.
Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
Record equity inflows continue amid mixed fundamentals
Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.
