Markets & Investing
What are the themes and megatrends driving our investment outlook? How will the latest market dynamics affect your portfolio? From market updates to long-term strategic thinking, we tap the extensive knowledge and experience of our economists, strategists and asset-class specialists to provide the insights that can help you achieve your goals.
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Economy & Markets
13th Annual Energy Paper
Renewables are growing but don’t always behave the way you want them to.
Economy & Markets
Silicon Valley Bank failure
One of these things is not like the other, and that thing is Silicon Valley Bank.
Economy & Markets
A shift in market leadership
We expect real economy stocks to outperform digital growth stocks over the coming decade.
Sustainable Investing
The Future of Food is Coming Fast
How might you invest in innovations that are designed to feed the world?
Economy & Markets
Winter Heating
US economy stays warm, large language model battles get hot.
Investment Strategy
How do you trade USD weakness?
This week’s strategy question is focused on the reversal of dollar strength.
Economy & Markets
American Gothic
The Federal debt and how the Visigoths may try to break the system if no one fixes it.

Economy & Markets
The Agony & The Ecstasy
The risks and rewards of a concentrated stock position.
Economy & Markets
Reruns
Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.
Sustainable Investing
A paradigm shift: Unlocking ESG data for individual…
There's a transformation underway in environmental, social and governance (ESG) data.
Portfolio Management
How can today’s market volatility be turned into tax…
Tax loss harvesting can help enhance investors' after-tax returns
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