Insights
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Banks’ retreat is creating opportunity for investors.
The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Though the new US policy focus is on oil and gas, wider opportunities still beckon.
A holistic approach may help insurance investors navigate an expansive opportunity set.
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
Natural language processing can give investment managers an early warning about negative ESG news.
With major US policy change unfolding, flexibility across and within asset classes will be critical.
Healthcare stocks are in much better shape than equity investors might think.
Will outcome bonds deliver on their promises? A systematic approach helps investors decide.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
Are bond investors overlooking an attractive opportunity?
