Perspective on the Markets

What global forces in play today will shape world markets and impact your investments? Each quarter, we offer our take.

Featured Content

Standing By... But Not on the Sidelines

As the post-COVID economic expansion meets some headwinds, we’re monitoring several trajectories ahead—including corporate earnings, inflation, and discussions around fiscal policy. Our 3Q letter explores how these key themes will play out.

Trick or Treat: A Macro and Markets Presentation

Despite familiar issues clouding the outlook, the powerful forces of easy financial conditions, earnings growth, and a strong consumer are likely to prove a more dominant influence on markets.  

What You Need to Know About Inflation

What’s the outlook for inflation and how should investors incorporate it into their portfolio? We offer a nuanced, in-depth framework, given the wide range of possible paths. 

Putting Research to Work for You

Our insights are actionable, with prescriptive views on economic and market-related events. Beyond a mere recap—we’ll help you analyze the implications for optimal portfolio positioning.

Skeiðarársandur is an Icelandic outwash plain whose flow is generated by the Skeiðarárjökull glacier and fed by the volcanic systems of Grímsvötn and à ræfajökull. Skeiðarársandur is a enormous expanse of sand generated by the transport of debris by the Skeiðará and other rivers, 
This photo was taken from the air with a drone. Point of view is to the west in direction of Vik

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