New ways to think, work and invest in 2021
As lot happened in 2020 and there are lessons to be learned for all of us. 2021 brings opportunity, if you know where to find it.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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The jump in US inflation is here. This is where it may head next
The highly-anticipated jump in U.S. inflation has arrived. While the sustainability of the increase remains open for debate, recent readings have surged and market-based indicators continue to show a surprisingly prolonged increase in inflation expectations.
The inflation conundrum
The prospect of a sharp pick-up in inflationary pressures isbeginning to concern investors. Our historical analysis shedslight on how stocks, bonds and other asset classes behaveduring periods when inflation takes hold.
Economic Transparency means a creditworthy sovereign
Countries that have experienced financial stress frequently lacked the amount of publicly available data that financially healthier nations readily provide.
Infrastructure tailwinds could get boost from $2T Biden plan
The President’s proposal would add fuel to infrastructure themes in clean energy, data growth and an economic recovery, potentially strengthening an already attractive environment for listed infrastructure businesses.
Managing money in an MP3 World
Over the past year, the COVID-19 pandemic has accelerated the shift to a new paradigm for economies and markets, characterized by near-zero interest rates, coordinated monetary and fiscal policy (Monetary Policy 3/MP3), and heightened internal and external conflict.
FIS 2026 at Harvard University