Global Insight Weekly - September 3
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The market’s makeover – The Dow Jones Industrial Average, viewed by many as the barometer of the broader stock market, executed its biggest shake-up in years. We check out the Dow’s fresh look and why this matters for investors, and explain what this says—or doesn’t say—about the economy as a whole. (pg 1 and below)
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U.S. equity market swings toward value stocks – It remains to be seen whether the current movement is a temporary head-fake or indicative of a longer-lived shift. We look at recent performance trends and note what we saw from similar rotational periods earlier in 2020. (pg 3)
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Regional highlights: Firmer rebound ahead for Canadian GDP? Why UK equity performance has been disappointing. China’s bank sector results feel COVID-19 sting. (pgs 3-4)
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Global Insight Monthly - September 2020 
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How would a Biden blue wave impact sectors? – If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?
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Global equity: Narrowing leadership – The overdependence on a smaller and smaller number of mega-cap leaders that investors believe will successfully weather the pandemic storm could eventually cause distortions in the market that might prove to be painful to unwind.
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Global fixed income: The opening salvo against low inflation – The Fed laid out a new approach to achieving price stability. But the change only means that rates will likely remain low for even longer.
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“Only in the darkness can you see the stars.” ~ Martin Luther King Jr.