Knowledge Centre

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....