Andrew Sheets: What Do Markets Reward? Progress.

The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme.

3 Touko 20213min

Plans to introduce digital currencies are gaining momentum among the world’s central banks. But what level of disruption will it bring to the financial system?

30 Huhti 20214min

Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.

29 Huhti 20212min

Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.

28 Huhti 20213min

Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.

27 Huhti 20213min

High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.

26 Huhti 20214min

Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.

23 Huhti 20219min

Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.

22 Huhti 20219min