Insights

Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.

Insights: Chart Of The Week

Market & Economic Insights / 02.12.21

Recovery on Track

The U.S. 10-year breakeven rate, the difference between the yield on the benchmark U.S. Treasury note and its inflation-protected counterpart, has recently touched levels not seen since 2014.

Market & Economic Insights / 01.29.21

Is cash on the sidelines a bullish sign?

Money market fund assets grew by 32% from February to May in 2020 and sit at $4.3 trillion today. Is that a bullish sign for equities?

Market & Economic Insights / 01.15.21

Fiscal Support Rolls On

Personal consumption has nearly made a full recovery from the onset of the 2020 recession. Unprecedented fiscal stimulus is responsible.

Market & Economic Insights / 01.08.21

This Trend is Your Friend

We believe pressure on the U.S. dollar may provide a boost for investors in foreign assets.

Market & Economic Insights / 12.11.20

Dark Before the Dawn

We believe the pandemic will continue to wreak havoc on parts of the economy through the first quarter of 2021. However, our above-consensus 2021 growth estimate may encourage risk taking in equity markets.

Market & Economic Insights / 12.04.20

Winter is Coming

Estimates show brick-and-mortar retailers store traffic was down 48% on Black Friday versus last year, while online sales were up 22% year over year. What are category spending patterns telling us about consumers right now?

Market & Economic Insights / 11.24.20

Inflation Anyone?

The United States has been in a deflationary trend for almost 50 years. That may be about to change.

/ 11.20.20

Stimulus Please

Spring stimulus is wearing off at a time when localities are considering additional lockdowns. Will another stimulus package arrive sooner than later?

/ 11.13.20

Pfizer: Our vaccine is 90%+ effective against COVID-19

Broad immunity in the U.S. population is material when thinking about a full economic reopening. When can that happen?