Thoughts on the Market

As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.

A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.

The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.

We forecast a shorter and hotter business cycle than the consensus estimates, suggesting a move to mid-cycle portfolio positions earlier than expected.

Chief Cross-Asset Strategist Andrew Sheets and Biotech equity analyst Matthew Harrison continue their conversation, with a focus on international progress for COVID-19 vaccinations.

Chief Cross-Asset Strategist Andrew Sheets talks with Biotech equity analyst Matthew Harrison on dose availability, vaccine hesitancy and the timeline for herd immunity.

It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.