More of our insights
Inflation: Here today and gone tomorrow, or here to stay?
The inflation debate turns from speculation to reality. Our chart breaks down April’s CPI report and suggests one takeaway could be higher volatility.
Commodity prices an inflation canary in the coal mine?
Soaring commodity prices have stoked the inflation debate. Our chart looks at price inflation and suggests one takeaway could be higher volatility.
Inflation – Higher or a head fake?
Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, share their points of view on where they think inflation is headed. Is this another head fake?
Style-agnostic approach important in fast-changing markets
With markets moving fast and furious, our chart looks at dispersions across factors and why style agnosticism may be more important than ever.
FANG–interest rate correlation turns more negative
Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.
Research Roundtable: Q2 2021 Market outlooks
Members of the Investment Research team gather to discuss their predictions for Q2 2021.