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

Oct 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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young women looking at computer screen

Inflation fears may be inflated

Oct 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

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

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

Oct 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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How could the UK’s Brexit strategy affect investments?

Sep 24, 2020 |Frédérique Carrier

The UK risks a no-deal exit from the EU, and the path to a trade agreement with the U.S. is unclear. How should investors position for the future?

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How will COVID-19 impact globalization and international trade?

Sep 24, 2020 |Alan Robinson

The pandemic has dealt a blow to globalization from which it may not fully recover. We examine possible beneficiaries of this new normal.

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The Fed’s shifting inflation strategy

Sep 17, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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Surging government debt and deficits

Sep 14, 2020 |Alan Robinson

The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.

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Tech sector selloff: Is there more to come?

Sep 10, 2020 |Frédérique Carrier, Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

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