More of our insights
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.
$5 trillion later, long-run GDP expectations mostly unchanged
Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.
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.
Q2 2021: Almost home
Though pandemic-related challenges remain, economic optimism is in the air and growth is expected to surge. In Q2, we are so close to coming full circle on this unprecedented economic cycle.
