A New York-based PM explains his firm's gender diversity strategy.
The pandemic, production constraints and a shift to renewables complicate the outlook.
Investors may see two Fed hikes next year.
Damage from Delta may be limited, economist says.
Investors should consider long-term trends, not pandemic ones.
Economic momentum would support market upside.
Investors must manage interest rate risk this year and beyond.
Inflationary pressure may not be transitory, portfolio manager says.