What Rising Inflation Expectations Could Mean for Your Portfolio
While global reflation has lifted markets over the past few months, muted or slowing economic growth could create challenges for investors.A little inflation can be good for equities, but when it appears absent from economic and earnings growth—a condition known as stagflation—it can complicate the market outlook for investors.Current rising inflation expectations, a byproduct of global monetary stimulus and easier
Biopharma, Climate Change and the Rise of Infectious Diseases
One of the least mentioned aspects of climate change is the spread of infectious diseases. As the numbers of those exposed grow, the biopharma industry is set for an outsized role in the coming yearsFloods, droughts, hurricanes, wildfires—the effects of climate change are on display as never before. These natural disasters, partially attributed to the world's rising temperatures, have impacted