The global stock market selloff and the implications for investors

October 30, 2020 |Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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What the U.S. election means for Europe and the UK

October 22, 2020 |Frédérique Carrier

The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.

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Cyber security

Cybersecurity and the digital transformation of business

October 21, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

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young women looking at computer screen

Inflation fears may be inflated

October 15, 2020 |Thomas Garretson

Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.

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The U.S. fiscal stimulus uncertainty and the outlook for economic growth

October 08, 2020 |Frédérique Carrier

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

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over-the-shoulder-view-of-woman-selecting-streaming-service-on-tablet-in-page

Streaming services have accelerated during COVID-19. Will this continue?

October 08, 2020 |Tasneem- Azim-Khan, CFA

The pandemic has magnified the value proposition of streaming services and could potentially accelerate the cord-cutting and cord-shaving trends towards cable TV.

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How the U.S. election results could impact fixed income strategies

October 05, 2020 |Thomas Garretson, CFA

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets.

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What happens to the stock market if there’s an unclear outcome on Election Day?

October 05, 2020 |Kelly Bogdanova

We all know the market hates uncertainty. What are the market implications if November 3 comes and goes and we don’t know who the next president is?

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