Mike Wilson: The Age of Fiscal Policy Dominance?

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

With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.

21 Huhti 20212min

Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.

20 Huhti 202110min

Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?

19 Huhti 20213min