Are Consensus Economic and Earnings Views on the Mark?

Published on January 23, 2026

Economists have company when it comes to being upbeat. The consensus economic outlook has led to optimism from analysts, who are forecasting strong earnings growth.

Continue reading on website
Other news

A Case Study in Assessing Portfolio Biodiversity Risk

January 23, 2026
The importance of biodiversity as a nature-related risk in investors’ portfolios has become better understood in the past few years. Investors are beginning to appreciate how complex and nuanced biodiversity risk can be.

Taming the Hidden Hazard to Core Equity Returns

January 23, 2026
When investors think about risk in equity portfolios, the usual suspects come to mind: market risk, sector risk or maybe even macroeconomic risk. But lurking beneath the surface is a less obvious, often underestimated threat—style and factor risk.