Thoughts on the Market

Original Release on August 25th, 2021: For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.

As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch.

Norway has made great strides in electric vehicle adoption over the last decade, so why has its oil consumption remained largely unchanged?

After last week’s Jackson Hole Symposium, markets cheered Fed Powell’s implied messaging on the pace of rate hikes. Did markets read it right?

Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could change.

In a world where U.S. equities are currently less attractive, investors need options for places to put their money — this is one.

Equity investors have applied factor-driven strategies for years, but the approach has seen slow adoption in bond markets. Here’s why that may be changing.

For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.

Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?

An old adage says 'never bet against the US consumer's willingness to spend,' but new data on demand and consumption may say otherwise.