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As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.
As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.
Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.
The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.
Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.
We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.
It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?