Adapting business models to be less resource intensive creates opportunity for environmental and economic benefit.
Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.
While munis suffered a bad quarter to start 2022, brighter days may be ahead amid strong fundamentals.
To build a value investment strategy, consider dividends in the context of overall income.
In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.