Opportunities and risks

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Government bonds Monetary policy Opportunities and risks Inflation USA Quick Take Fixed income
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Fed rate hikes: A tailwind for bonds?
Global Investment Strategist Nanette Abuhoff Jacobson believes higher-quality, longer-duration bonds may prove resilient even if the Fed keeps raising short-term rates into 2023.
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Nanette Abuhoff Jacobson

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Quick Take
2022-10-31
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Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG
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Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
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By

Keith White

Kinga Darida, CFA

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Article
2022-12-31
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Opportunities and risks Inflation Value vs growth China Equity Fundamental equity
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Quality-growth investing amid inflation and rising rates
We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.
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John Boselli, CFA

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2022-12-31
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Equity Inflation Value vs growth Opportunities and risks Fundamental equity China Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quality-growth investing amid inflation and rising rates
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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By

John Boselli, CFA

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Article
2022-12-31
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