All viewpoints
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Economic road map for 2022: from stagflation to steadier growth
Shifting inflation expectations, supply chain bottlenecks, and increasingly hawkish central banks. We examine how a rapidly evolving macro landscape might affect growth in the year ahead.
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Quality growth investing amid inflation and rising rates
With the outlook for global economic growth recently moderating, we believe it’s critical to keep a global growth equities portfolio well balanced.
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What are active preferred securities ETFs?
Preferred securities can play a supporting role in portfolios for investors looking for attractive income, diversification, and some protection against rising interest rates.
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Can grandparents gift to a 529 account?
Did you know that grandparents can open and maintain a 529 education savings account without worrying about financial aid eligibility?
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Portfolio Intelligence podcast: our 2022 economic projections and investment outlook
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 economic projections and investment outlook.
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Multi-asset income: pursuing higher yields in a higher-inflationary environment
An active multi-asset approach to income offers an answer to today's compounding challenge of stubbornly high inflation and low prevailing bond yields.
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Sustainable investing—a thematic approach to today’s environmental issues
Three enduring characteristics of global environmental change provide abundant opportunities for a thematic investing approach focused on companies at the forefront of this change.
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How Chinese equities could rebound in 2022 from their recent slump
We have a bright outlook for Chinese equities entering 2022, as we believe the regulatory and monetary policy headwinds that weighed on the asset class in 2021 are likely to shift in a more favorable direction.
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The race to 2030
It's hard to overemphasize how important our current decade will be for mitigating climate-related risks over the long term. We focus on actions we can take now to make a sustainable difference.
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How might supply chain disruptions and inflation affect market returns
Longer than expected supply chain disruptions and persistently high levels of inflation have hurt investor sentiment. How will that affect asset returns?
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