CAPITAL IDEAS^TM

Markets & Economy

Global Equities

What Trump’s win could mean for banks, autos and luxury goods
Election

Trump’s victory signals major policy shifts ahead
Asset Allocation

Have investors missed the rally in stocks and bonds?
Interest Rates

Where to invest as interest rates decline
World Markets Review

Rate cuts fuel market rally: Q3 roundup
Equity

Welcome to the Benjamin Button economy

Jared Franz
Interest Rates

The Fed just cut interest rates. Now what?
U.S. Equities

Has stock market concentration reached a tipping point?
Interest Rates

US economy poised for a soft landing. What comes next?

Darrell Spence
U.S. Equities

Three investment ideas from second quarter earnings
Market Volatility

Five views on tumbling markets
Utilities

Three reasons utilities could be the next growth sector
Artificial Intelligence

AI fever: Has it gotten too hot?

Chris Buchbinder
World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup
Long-Term Investing

Midyear Outlook 2024: the new reality of investing
Global Equities

Stock market outlook: Three themes for a broadening market
Stock

Economic outlook: US powers global growth
Dividends

Meta shifts the narrative on dividends in the world of Big Tech
Interest Rates

What if the Fed doesn’t cut interest rates this year?

Darrell Spence
World Markets Review

Global stocks stage broad-based rally: Q1 roundup
Technology & Innovation

The Long View: Four megatrends to watch
Demographics & Culture

How population decline could upend the global economy

Jared Franz
Election

Three mistakes investors make during election years
Long-Term Investing

What’s right with the world?
Election

Four things to watch ahead of the US elections
Global Equities

Rob Lovelace on what’s in store for 2024

Rob Lovelace
Long-Term Investing

5 keys to investing in 2024
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
Markets & Economy

The US avoided recession last year. What comes next?
Outlook

Stock market outlook: Time for diversification
Economic Indicators

Economic outlook: A mixed picture for global growth in 2024
Portfolio Construction

How to use bonds to seek balance as Fed hikes wind down
Federal Reserve

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm
Equity

The changing face of trade: idea-driven companies come to the fore
Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz
United States

US government debt: We need to talk

Darrell Spence
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
Fed

As the Fed pauses, what’s next for inflation and rates?
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin
Market Volatility

Guide to recessions: Nine things you need to know
Bonds

Four high-income seeking investment strategies for a high-rate world
Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox
Long-Term Investing

Five investing mistakes to avoid
Bonds

Four lessons from 50 years of bond investing
Market Volatility

US economy hit by rolling recession
Market Volatility

Guide to stock market recoveries
India

Will India be the breakout emerging market this decade?
World Markets Review

World markets review —Second quarter 2023
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential
Global Equities

Stock market outlook: Broader opportunities emerge
Economic Indicators

Economic outlook: Mild recession, strong recovery
Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz
Bonds

Debt ceiling showdown: Should investors worry?
World Markets Review

Markets rally despite bank scare: Q1 roundup
Market Volatility

What the SVB collapse means for investors
Global Equities

Multinational companies can thrive in tough times
U.S. Equities

3 views on the future of growth investing
Energy

5 trends driving energy markets in 2023
Trade

Reshoring supply chains: What does it mean for investors?
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Global Equities

Four trends could power an industrial renaissance
World Markets Review

World markets review - Fourth quarter 2022
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes
Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike
U.S. Equities

U.S. markets outlook for 2023
Politics

Quick take: Austerity deferred in the UK

Robert Lind
Market Volatility

“Courage! We have been here before”
Fed

The Fed’s big question: how high is high enough?
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
Equity

Can non-U.S. equities overcome a strong U.S. dollar?
Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller
Equity

World markets review - Third quarter 2022
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Inflation

Is high inflation the ultimate pandemic distortion?
Market Volatility

When will the bear market end?
Election

Can U.S. midterm elections move the market? 5 charts to watch
Market Volatility

Recession watch: lessons from history and key economic indicators
Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin
United States

Is the US already in a recession?
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

Bond outlook: What to know as Fed fears hit markets
Market Volatility

Contained EM inflation and higher real yields suggest relative value in local markets

Kirstie Spence
Aerospace

Air travel is taking off again
Global Equities

When volatility is rising, boring is beautiful
Interest Rates

Is the era of easy money coming to an end?
Dividends

Rotating into dividends in an inflationary world
China

My investment lessons from 40 years in China

Steve Watson
China

How to think about investing in China today
Markets & Economy

Is the spike in commodity prices sustainable?
Market Volatility

Why we think the Fed is still behind the curve
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Market Volatility

How to handle market declines
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks
China

How demographic challenges are shaping the China investment story

Andrew Lee
Market Volatility

Is there opportunity in this stock market volatility?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Equity

World Markets Review - Fourth Quarter 2021
Currencies

The pros and cons of Bitcoin
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Equity

Investing in a cloud-powered world
Fixed Income

Fixed Income Perspectives July 2021
Interest Rates

Market's view of transitory inflation may be premature
United States

U.S. economy is set to boom, zoom and consume
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington
Bonds

Mid-year Outlook: lower for longer...still
Japan

Mid-year Outlook: The silver lining in Japanese equities
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind
Market Volatility

Mid-year Outlook: From recession to recovery