Stocks and Sectors Outlook

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Life Reset: Prospects for the post Covid-19 consumer economy (Lazard AM, 2021)

The year 2020 will go down as the year time stood still and the world moved forward. Even as the pandemic brought daily life to halt, it speeded up changes that were already taking place. Lazard…

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Lazard Asset Management

25 Aug 2021

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Five Insights in Five Minutes – 24 Sep 2021 (HSBC AM)

A weekly commentary from HSBC AM, looking at five distinctive insights.

The Cycle – Where are we? Implications for global equity investors (T. Rowe Price, Sep 2021)

Complex environments need active management to help steer portfolios in the right direction. Equity markets have continued to make gains despite concerns around the new delta variant of Covid-19 as…

TOP RECENT POSTS

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Quantitative Credit (Man Group, 2021)

Deep Water Waves: Five long-term drivers that face investors (Franklin Templeton, Aug 2021)

How Your Cash-Flow Negative Plan Can Use Cash-Flow Aware Growth (Intech, Sep 2021)

How Your Cash-Flow Negative Plan Can Use Cash-Flow Aware Growth (Intech, Sep 2021)

Climate Change's Impact on Global Banks: A matter of degrees (Wells Fargo AM, Aug 2021)

Capital Market Assumptions 2022 Edition: Five year outlook (Northern Trust AM, Sep 2021)

Multi-Asset Monthly Outlook Sep 2021: The profits party peaks, but the aftermath looks benign (Robeco)

Investment Perspectives: Factoring it all in – Q2 2021 (Wells Fargo AM)

Higher Inflation: Turning threat into opportunity (BlackRock, Aug 2021)

Portfolio Perspectives – August 2021 (BlackRock)

Global Mid-Year Outlook (BlackRock, Aug 2021)

Feeling Opportunistic, Pensions Look to Emerging Markets (Invesco, Aug 2021)

TOP NEWS AND BLOGS

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Choice Architecture And Retail Investors

Costco, Nike and FedEx are warning there's more inflation set to hit consumers as holidays approach

House passes bill to protect abortion rights in response to restrictive Texas law

FedEx Plays Game Of Chicken With Parcel Shippers' Budgets

Luxury EV Maker Polestar Eyeing $21 Billion SPAC Listing

Goldman Slashes 2021 Global Auto Production Estimates, Citing Semiconductor Shortage

Beyond Meat to launch its meatless chicken tenders in grocery stores next month

5 things to know before the stock market opens Monday

Brooklyn Nets land $30 million per year jersey deal with brokerage platform Webull

LA Clippers sign $300-million-plus arena sponsorship deal with green bank Aspiration