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Macroeconomic & Geopolitical
Ready, set...
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Rate normalization is almost a go.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Macroeconomic & Geopolitical
The inflation dilemma
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Should the Fed be more concerned?
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
Sustainable Investing
Remember the environmental
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Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Portfolio Construction Insights
Economy and Markets: An Ongoing Disconnect
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Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Portfolio Construction Insights
In search of tomorrow's winning stocks
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The approach is the same regardless of the environment.