Market & Economic Perspectives

Confessions of an ESG Investing Skeptic
Once an ESG investing skeptic, Commonwealth's Brian Price says skyrocketing asset flows, outperformance, and diversification have changed his view.
Market & Economic Perspectives
Value Vs. Valuation: A Dilemma for Emerging Market Investors
Do emerging markets still make sense for investors? Commonwealth's Anu Gaggar says there are diamonds in the rough, but there are also potential landmines.
Market & Economic Perspectives
Pandemic Slowing—Are the Biggest Risks Behind Us?
Are the risks of the pandemic in the rearview mirror? We're not out of the woods, but we've made significant strides.
Market & Economic Perspectives
Markets Are Confident—But Are They Right?
The markets have rallied on progress in the coronavirus crisis. But they may have gotten ahead of themselves.
Market & Economic Perspectives
Is Runaway Inflation an Inevitability?
Should investors be worried about runaway inflation? Right now, the conditions simply are not in place, and we'll have plenty of warning before they are.
Market & Economic Perspectives
Bonds Broke—Now What?
There are questions about the fixed income market, but many of the biggest threats have already been addressed.
Market & Economic Perspectives





