Thoughts on the Market

Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?

The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.

Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.

Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?

The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.

Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.

Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.

Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.

What really happened during the Texas grid crisis and what does it say about the transition to clean energy and the future of utilities in America?

Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.