Thoughts on the Market

The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.

We forecast a shorter and hotter business cycle than the consensus estimates, suggesting a move to mid-cycle portfolio positions earlier than expected.

Chief Cross-Asset Strategist Andrew Sheets and Biotech equity analyst Matthew Harrison continue their conversation, with a focus on international progress for COVID-19 vaccinations.

Chief Cross-Asset Strategist Andrew Sheets talks with Biotech equity analyst Matthew Harrison on dose availability, vaccine hesitancy and the timeline for herd immunity.

It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.

With the rapid recovery of the U.S. economy, it is possible that inflation will overshoot the Fed’s tolerances by as early as mid-2022.

After almost a year of extraordinary outperformance, could small caps could see more difficulties ahead as re-opening dynamics up the risk of cost pressures?

With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.

Conversations around the “Build Back Better” U.S. infrastructure plan are ramping up. What do investors need to know about its potential impact on markets?

Why the ongoing dynamics of trade, fiscal policy, taxation and geopolitical tensions mean investors need to focus on more than just the Fed and the business cycle.