Investment Outlook

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Rates and Inflation: Investors Seem Determined to “Unfollow” the Fed

March 30, 2021

Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?

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The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

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Navigating Inflation: Does Your Concern Match Your Hedge?

March 4, 2021

The opportunity cost for inflation protection is high—is it worth the cost?

The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

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