Mike Wilson: A Correction with Policy Roots

Why the pet care industry—which was already growing pre-pandemic—may emerge as one of the fastest growing sectors over the next decade.

15 Apr 20214min

What stock sectors could fundamentally benefit from infrastructure spending? To answer this question, it’s important to follow the money.

14 Apr 20212min

Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

13 Apr 20219min

How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach.

12 Apr 202110min

Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier?

9 Apr 20213min

In a time of extraordinary policy response to the pandemic, will bond markets move towards the Fed or will the Fed shift its reaction function towards markets?

8 Apr 20214min

U.S. home buyers are now facing both higher mortgage rates and steadily climbing home prices. What does this mean for housing and mortgage markets?

8 Apr 20217min

Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.

6 Apr 202110min