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.

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 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.

Countries that have experienced financial stress frequently lacked the amount of publicly available data that financially healthier nations readily provide.

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.

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.