Market Review
The Inflation Reduction Act of 2022 represents a major development in U.S. climate and industrial policy. This month, we outline the pros and cons of the bill as well as investment implications across a wide range of industries. Additionally, the labor market continues to be tight while employers are being pressed to cut costs due to inflation and a slower growth outlook. We share how human capital management can be a differentiator for employers in this challenging environment.
Read moreAs we reflect on the first half of 2022, it is clear that the storm clouds have moved in over the ESG investment landscape.
Read moreMay was another volatile month in the rates markets, although nowhere near what was experienced by the equity markets. The Federal Reserve increased the fed funds rate by 50 basis points (bps) early in the month and made clear that additional hikes of that magnitude would be forthcoming along with a reduction in the size of the Fed’s balance sheet. This month’s inflation prints offered no relief, generally coming in higher than expected.
Read moreIn an attempt to keep pace with the rapid demand for ESG investment products, global regulators are stepping up their efforts to protect investors from the potentially misleading marketing practices of both asset managers and corporations alike.
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