All viewpoints
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Market outlook—looking beyond the reopening
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. How might it affect investment returns?
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Rising inflation is no reason for investors to head for the sidelines
Higher rates of inflation and a steeper yield curve may have captured headlines, but it's not all bad news. We take a closer look at the implications and emerging opportunities for fixed-income investors.
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Midcycle investing: a guide to portfolio construction
Different phases of the economic cycle can call for a different investment approach. We put current conditions in context and offer ideas for tilting portfolios toward midcycle opportunities.
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Four things to know before applying to grad school
Thinking about attending graduate school? Here's what you need to know before starting the application process.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grow, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to watch.
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Portfolio Intelligence podcast: growth or value in the global equities market?
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share where they are seeing the most attractive opportunities now in the global equities market.
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Seeking value without the traps
Value investing is never as easy as finding the lowest valuation stocks. We explore why valuation metrics must be supplemented by a focus on quality and free cash flow.
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With higher taxes looming, how should investors position?
We look back at several instances of capital-gains tax increases to see how the market performed before and after the increases. We also review several different scenarios for tax increases and suggest where investors may best focus their portfolios now.
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Three recent market reversals and what they mean for shareholder yield strategies
Changing equity markets have turned headwinds into tailwinds for shareholder yield strategies, which seek to capture dividends, share buybacks, and debt repayments.
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Blockchain, Bitcoin, and fintech innovation
We provide a brief history of fintech innovation and consider what blockchain technology and cryptocurrencies may have in store for investors.
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