Although it occurred more than 100 years ago, the deadly 1918 pandemic still adds perspective to what we can expect this time around. Read More
Analyst Articles
Growth stocks have enjoyed an usually strong run in recent decades thanks to low inflation, but the winds are changing. Inflation is picking up. Read More
It seems everything is going up in price nowadays. What's behind inflation and what are the implications for investors? Read More
Buffett got people scratching their heads when Berkshire bought 5% stakes in five underperforming Japanese trading companies. What does he see? Read More
As we put a tough year behind us and look forward to better times ahead, here are five areas we think investors should emphasize in the future. Read More
The stock market's solid performance has been a solace for investors in a difficult 2020, as COVID-19 continues to wreak havoc. What will 2021 bring? Read More
Commodity prices are flying despite the pandemic. The rise of developing countries is paving the way for a long-term boom in the prices of raw materials. Read More
Renewable energies are enjoying global tailwinds. The transition to renewables will lead to increasing demand for natural resources, especially copper. Read More
The recovery will strengthen after the pandemic, but we think growth will take on a different texture. We expect two important trends. Read More
COVID-19 has sapped global demand, but the slowdown is temporary. The impact on supply, though, will be harder to turnaround. Read More