More of our insights
FS Thrive: Leadership lessons from the pandemic
Kyle Simpson, Director, Business Development, is joined by industry expert, Jennifer Mackin, CEO of Oliver Group Inc, to reflect on lessons learned about leadership from the challenges of the pandemic.
Q4 2021: Recalibrating expectations
Our fast-moving recovery is steering into headwinds from policy, global growth uncertainty and pandemic-related supply disruptions. With valuations high across the board, markets enter Q4 with healthy growth, but waning tailwinds.
What’s next for a rate-dependent stock market?
As value takes the top spot and growth fades, our chart looks at equity leadership changes in 2021, noting their correlation to Treasury yields.
Research Roundtable: Q4 market and economic outlooks
In the home stretch! The Investment Research team gathers to discuss their predictions for Q4.
An inconsistent truth: Interest rates and inflation can diverge
Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
