Insights

Equity markets have made up much of their lost ground since their March lows as COVID-19 infection and mortality rates have improved in North America and Europe, and as rays of light have started shining into the quarantine tunnel.

COVID-19 has brought companies and countries together for a common goal. We examine that search for treatments and vaccines.

While stock markets remain on a road littered with potholes, a confluence of catalysts has facilitated a forceful rebound.

Chinese equities are a case in point. Their recent outperformance has been more abrupt than most think.

The paths of financial markets and economies almost always involve uncertainties—it’s par for the course. But the abundance of uncertainties brought about by COVID-19 is making the science (and art) of economic forecasting unusually difficult.