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Thematic investing acceleration in 2021

As 2021 gets underway, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.

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Model behavior: the driving forces behind the growth of model portfolios

The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.

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The U.S. economic recovery: a challenging short-term outlook as growth stalls

The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?

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