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Earnings season arrives and guidance will be key

As 2022 comes into focus, room for upside remains but stock picking will be key.

Learn more

Markets/Economy

Solar panels fields on the green hills.

The energy-inflation connection can’t be ignored

International/Global

Space shuttle flying above the clouds.

International IPOs: A big market getting bigger

Aerial view of Oberbaum Bridge in Berlin before sunset.

What’s up across the pond?

Equity

Aerial view of a Los Angeles residential neighborhood.

Home (cars and cannabis, too) is where the growth is

Equity

Close-up of business manager using stylus pen on tablet and smartphone to check news and markets.

Sometimes, it’s not that complicated

Active Management

An Italian buffet at a villa in a garden.

Value’s smorgasbord

Politics

Wall Street sign, New York City, USA.

Divided we stand

Equity

Jumping over precipice between two rocky mountains at sunset.

This year’s election winner? Next year’s equity market

Equity

Construction site, silhouettes of construction industry workers on scaffolding against the sunset light.

The rotation begins as the waiting game continues

Markets/Economy

Statue of Liberty in front of New York City

Immigrants key drivers of U.S. economy

Active Management

Flight of big carrier rocket above the clouds.

Initial public offerings are back

Equity

A lighthouse shines over the waters of Lake Huron.

Remaining optimistic but incrementally more cautious

Curious coastal brown bear in a field of grass.

Help for those ‘struggling to understand’ the market

Active Management

Toy bear standing on an orange chart.

Major retest of March lows in as bears complain stocks are ‘detached from reality’

Pieces on chess board face an open window.

Bull stumbles to feet as stock picking drives market

A man walks down a path with signs pointing in all directions.

What might a post-Covid world look like?

Pages of a calendar drifting into the air.

Will the recovery favor value or growth stocks?

Businessman holding in hands bear and bull figures.

What’s driving your outlook?

Geometric shapes on a wooden background.

‘Corona Crisis’ update: Enter the stock picker

Ocean view at sunset.

Dark clouds to clearer skies

Bull and bear figures standing on a blue graph.

Hold your ground

A cowboy rides a big thundering bull in a rodeo arena.

The bull roars back

Equity

Car driving on a bridge over a blue river.

Sharpe Thinking: looking back at an extraordinary first quarter

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