Peak corporate earnings growth is expected for 2nd quarter 2021. What comes next? By David Baker, Senior Director, Investment Research.
High-octane growth is expected through 2021 but major risks remain, including a sustained rise in inflation, higher interest rates and tax rates, in addition to a potential re
How we’re positioning portfolios for risking risks, including inflation and higher tax rates. By David Baker, Senior Director, Investment Research.
We continue to look for ways to enhance diversification in client portfolios and to protect against potentially higher tax rates and inflation.
It’s not a foregone conclusion that inflation and bond yields will be pushed significantly higher as the economy booms in 2021. By David Baker, Senior Director, Investment R
We think inflation will accelerate and rates are likely to rise further, but the magnitude of those moves is uncertain, and it is not a forgone conclusion that either data poi
David Baker, Senior Director, Investment Research, explains why 2021 could be another good year for stocks but not so good for bonds.
Will the US bull market be gored by rising interest rates? We don’t think so, as key US and global economic trends are likely to keep rates and inflation in check. We contin
David Baker, Director, Investment Research, explains why we think interests rates and inflation are not going to take off in 2021, although inflationary pressures are building