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Growth Stocks: The Good, the Bad and the Ugly
Growth by itself does not generate excess returns—profitability matters
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Second Quarter 2021 Economic Outlook
t was full-steam ahead during the second quarter for both the global economic recovery and the worldwide rally in risk assets
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Second Quarter 2021 Market Review
An overview of the global financial markets and our perspective on them
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Falling Rates and Climbing Vaccinations Boost Equities, Bonds and Commodities
Developed-market equities outpaced their emerging-market counterparts in the second quarter
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Back to Normal (Almost)
It has been full-steam ahead for both the global economy and the rally in risk assets
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Has Value’s Run Just Begun? Part 5: The Value in Rising Rates
Rising interest rates are a sign that central banks want to temper inflationary pressure and slow economic growth
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Moving Past COVID-19: A Road Map for Investors
The impending recovery is likely to spur faster economic growth, higher interest rates, and accelerating inflation
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Asset Allocation: Low-volatility Equities
Why low-volatility equities play a key role in our strategies
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The Rest of the World Prepares to Reopen for Summer
Domestic equity markets continued to produce strong broad-based gains across a wide range of sectors
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Has Value’s Run Just Begun? Part 4: Active-Passive Reaches a Tipping Point
We anticipate that the rotation to value leadership will spur a favourable period for active management
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Has Value's Run Just Begun? Part 3: Value Stocks—Still a Good Time To Buy?
Value stocks tend to benefit when an economy is rebounding from a low point in its business cycle
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Has Value’s Run Just Begun? Part Two
A long and winding path
