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ANALYST PERSPECTIVES
Aerospace Reaches Cruising Altitude with Asian Demand

Surging travel in Asia and the need to replace aging aircraft spell opportunity for the aerospace industry.

INVESTMENT INSIGHTS
U.S.-China Trade Dispute May Rankle Markets but Shouldn’t Derail Global Economy

Trade friction may weigh on parts of the global economy but is likely to be counter-balanced by solid economic growth.

ANALYST PERSPECTIVES
A New Chapter in U.S.-China Trade Relations Unfolds

The U.S. is adopting a more aggressive posture as China’s economic might and global ambitions grow.

ANALYST PERSPECTIVES
U.S. Interest Rates Should Stay Range-Bound, Despite an Uptick in Inflation

Inflationary pressures are mounting as wages rise, but at a gradual pace that the financial markets should be able to absorb.

ANALYST PERSPECTIVES
How Long Can the Economic Expansion Continue? Our U.S. Economist Weighs In

Steady job growth and moderate inflation bode well for the U.S. economy in 2018.

ANALYST PERSPECTIVES
What 2018 Tax Reforms Mean for Investors

The planned tax overhaul is likely to have varied effects on state and local tax deductions, estate taxes and prominent investment vehicles.

ANALYST PERSPECTIVES
U.S. Tax Reform: 6 Key Takeaways

The tax bill is likely to stimulate U.S. economic growth in 2018 and 2019, and could support higher U.S. equity market valuations.

ANALYST PERSPECTIVES
Fed Hikes Likely to Continue in 2018 as Inflation Firms

Despite moderately higher wages and inflation, interest rates are likely to remain low overall.

 

ANALYST PERSPECTIVES
Changing Channels

How Streaming Video is rapidly changing the way viewers access and watch programs on TV.

ANALYST PERSPECTIVES
What Investors Can Learn From a Nobel Prize Winner

Behavioral economist Richard Thaler’s research offers important lessons on the importance of taking a long-term approach to building wealth.

ANALYST PERSPECTIVES
Japan’s Economic Outlook: Land of the Rising GDP?

Japan is on a clear upswing with exports rising and unemployment low, raising hope that the long-dormant economy may be turning a corner.

ANALYST PERSPECTIVES
Athletic Wear is Leading the Pack in Apparel Industry

The trend of wearing comfortable clothes for nearly every activity is helping to drive sales for the apparel industry.

ANALYST PERSPECTIVES
Attention to Well-Being Sparks Demand for Personal Care Products

Asian shoppers growing affinity for personal care products is having a transformative impact on consumer buying habits.

ANALYST PERSPECTIVES
Road to the Future

How driverless cars and other breakthroughs could transform society and the way you get around town.

ANALYST PERSPECTIVES
Despite Recent Choppiness, Long-Term Tailwinds Favor the Cruise Industry

Rising demand in Asia may point to smoother sailing for the global cruise industry.

ANALYST PERSPECTIVES
Growing Wireless Usage Is Creating Opportunities for Cell Tower Companies

A low-key segment of the telecom industry may be one of the most attractive from an investment standpoint.

ANALYST PERSPECTIVES
Robots Are Speeding the Process of Getting Online Orders to Your Door

The warehouse of the future has arrived at Amazon.com, as powerful robots transform the behind-the-scenes delivery process.

ANALYST PERSPECTIVES
Innovation is Driving Economic Growth and Sparking Productivity Gains

Innovation and productivity are poised to pick up around the world in the coming years.

ANALYST PERSPECTIVES
Well-Positioned Energy Companies Stand to Benefit from a Rebound in Oil Prices

The world's appetite for oil is likely to accelerate, based on our analysis.

ANALYST PERSPECTIVES
In the Search for Global Growth, “Helicopter Money” May be on the Launchpad

Some central banks are contemplating a once-unthinkable notion: printing money to effectively hand out to citizens. 

ANALYST PERSPECTIVES
Fresh Water and Other City Services Can Yield Refreshing Returns for Bond Investors

Much has gone right for municipal bonds, but the financial difficulties of Detroit and Puerto Rico are a reminder of the potential downside.

ANALYST PERSPECTIVES
How Banks Are Adapting to the Digital Revolution

The banking industry is undergoing a fundamental transformation as it adapts to the "fintech" revolution.

ANALYST PERSPECTIVES
Applying Decades of Investment Wisdom in the Current Market

Three of the most valuable tools you can have when making investment decisions are research, sound judgment and a long time horizon.

ANALYST PERSPECTIVES
Changing Tastes Benefit Spirits Companies

A “cocktail culture” is burgeoning across the U.S. and other parts of the world, and could propel sustained growth in the alcoholic beverages industry.

ANALYST PERSPECTIVES
The Pleasures and Perils of Investing in Classic Cars

Equity Analyst Patrice Collette was drawn to cars long before he was old enough to drive one himself. He shares a few thoughts for those who may be interested in cars as either a hobby or a potential investment.

ANALYST PERSPECTIVES
Automation is Giving China an Economic Boost

Concerns about China's economy have dominated the news, but there's a lot going right as well. Among other things: the use of advanced technologies and a move toward efficient automation.

ANALYST PERSPECTIVES
Protecting Your Portfolio from the Risks of Inflation

Most of the past decade, fixed-income investors have benefited from low inflation. While inflation is unlikely to skyrocket, consumer prices could begin to move higher as U.S. and global economies improve.

ANALYST PERSPECTIVES
The Resurgence of Railroads

Far from being a relic of a bygone era, the freight rail industry is undergoing a powerful renaissance. Improved performance and dependability have made the sector a growing force in the U.S.

ANALYST PERSPECTIVES
The Growing Equality for Women in India

After decades of being held back, a powerful shift is under way. Women in India are steadily gaining access to education and to jobs in coveted fields such as finance and technology.

ANALYST PERSPECTIVES
The Gaming Industry is Poised for Recovery Despite Recent Challenges

Following a weak patch, the gaming industry in Macau and Las Vegas seems poised for a  strong recovery. Here's why.

ANALYST PERSPECTIVES
Content Providers are Likely to Prosper as TV Viewing Shifts

The traditional TV model is yielding to a new world of on-demand entertainment over the Internet and will likely have major consequences for the entertainment industry.

ANALYST PERSPECTIVES
Immuno-oncology: A Great Promise for Patients & Investors

For decades, medical researchers have struggled to find better ways to fight cancer. Now biopharmaceutical companies are making dramatic advances in an emerging area known as immuno-oncology that could be a game changer in fighting the disease.

ANALYST PERSPECTIVES
A Newly Affluent Middle Class Seeks The Finer Things In Life

As the rate of globalization increases, it is important to consider not only where a company is based, but also where its revenues are coming from.

ANALYST PERSPECTIVES
From Jet Engines to Apps - Companies Are Finding New Ways to Create Recurring Revenue

Companies with built-in demand have the potential to remain more stable in all economic environments, and ride out periods of portfolio volatility.

ANALYST PERSPECTIVES
Good Management and Agility are Key to Standing Out in Banking

When it comes to researching financial services companies, those with increasingly diverse sources of revenue should eventually emerge as sector leaders.