Americas CIO View

By: David Bianco

Very strong first-quarter EPS results: 200 U.S. dollars annualized S&P 500 EPS power

Americas CIO View

By: David Bianco

Bond buyers beware of a stimulus-industrial complex

Americas CIO View

By: David Bianco

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more

Americas CIO View

By: David Bianco

Rising Treasury yields: how high will they go?

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Americas CIO View

By: David Bianco

Equity investing with earnings quality considered