All eyes on the Federal Reserve.
Why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.
A recent uptick in inflation has investors thinking about the implications for the bond market.
Macroeconomic views across investment teams. It turns out, not everybody agrees on the path forward.
Consumers’ inflation expectations are about double economists’.
Prices might be stickier than the Feds think.
The shift in U.S. Federal Reserve policy over the past year may signal a preference to generate inflation
Economic optimism is in the air and growth is expected to surge
A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents
Investment views and strategies for the post-pandemic recovery.
