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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
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
Last week, as the stock market came under pressure, Federal Reserve Chairman Powell testified to Congress that the Fed could, and would, remain exceptionally accommodative on the monetary policy front.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
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.
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.
Macroeconomic & Geopolitical
Locking in near-term profits
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Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.