Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining

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

Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.

5 Apr 20213min