Investor trends: Cloud computing basics and benefits

August 28, 2020 |Portfolio Advisory Group

As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.

Read more
Shanghai skyline

U.S.-China tensions: beyond tariffs

August 28, 2020 |Frédérique Carrier

We look at the prospects for China’s rebound from COVID-19 and the possible implications of the U.S. elections for investors.

Read more
Bottle of prescription medications

Implications of increased testing and clinical trials of COVID-19 vaccines

August 26, 2020 |Gopa Nair, CFA

As diagnostic testing ramps up, and clinical trials of vaccines and treatments get underway, we look at implications for Health Care investors.

Read more
People in car with masks

Speed bump in the secular growth of the sharing economy

August 25, 2020 |Alan Robinson – Portfolio Advisor, Seattle, United States

The sharing economy is an economic model defined as a peer-to-peer-based activity of acquiring, providing, or sharing access to goods and services that is often facilitated by a community-based online platform.

Read more
Treasury-Department-Building-in-Washington-DC

The Fed and monetary policy are on call to support the recovery

August 21, 2020 |Thomas Garretson, CFA

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

Read more

Video streaming: Cord-cutting in the time of COVID-19

August 21, 2020 |Tasneem Azim-Khan, CFA

The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.

Read more
Woman gardening

Nesting: Homebodies for now

August 19, 2020 |Portfolio Advisory Group

It seems likely that people all over the world have cabin fever and are eager to get out and about.

Read more
The future of retail: How COVID-19 continues to transform e-commerce

The future of retail: How COVID-19 continues to transform e-commerce

August 14, 2020 |Tasneem Azim-Khan

The pandemic has fast-tracked the transition to online retail from store-based, and market share gains may become permanent for some online companies.

Read more
New York City

U.S. earnings are moving in the right direction

August 14, 2020 |Kelly Bogdanova

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

Read more

Investor trends: Digital payments are accelerating in the COVID-19 world

August 12, 2020 |Stephen Chang, CFA

We explore the impact of COVID-19 on digital payments as quarantine measures and sanitation concerns have accelerated the pre-existing secular shift.

Read more

Love what you're reading? Complete the form below and receive Word on the Street directly to your Inbox.

*Required fields