The challenging path forward for yields

Nov 20, 2020 |Thomas Garretson, CFA

As the potential catalysts to a higher yield environment disappear, we explain why we think the fixed income landscape ahead will be challenging.

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Automation advancements lead to new products and higher productivity

Nov 18, 2020 |Dan Smith, CFA

Advancements in computing power and mechanical technology can lower manufacturers’ costs, and bring added quality and customization to their products.

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How the U.S. election affects the economic and investment outlook

Nov 16, 2020 |Kelly Bogdanova and Jim Allworth

While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. What’s next?

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The vaccine is a game changer for economies, markets, and investors

Nov 16, 2020 |Frédérique Carrier

We can look through the COVID-19 valley and focus more confidently on the recovery and post-pandemic world. Do investors need to rethink positioning?

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Gravitas - And The Winner Is...

Nov 12, 2020 |The Newton Group
The stock market's enthusiastic reaction to the election likely surprised many investors. Was this rally justified? Yes. Stocks had already fallen close to 10% in the past month and had already priced in a contested election. In addition, investors were...
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Will the U.S. elections create new investment opportunities?

Nov 06, 2020 |Kelly Bogdanova

We look beyond the outcome of the U.S. elections to understand how the changing political landscape could affect stock market investments.

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The U.S. has voted—what’s next?

Nov 05, 2020 |Janet Engels & Tylar Lunke

Janet and Tylar discuss what’s going on in the markets as the election outcome plays out, and where investors should focus their attention from here.

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U.S. election reaction: Quick takes on the market

Nov 04, 2020 |Kelly Bogdanova, Frédérique Carrier, Jim Allworth

While votes are still being counted, the equity market has been taking things in stride so far, and we explain why investors should do the same.

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Gravitas - An October to be Forgotten

Nov 02, 2020 |The Newton Group
Pre-election nerves have definitely been on display this week, though markets also have had to contend with a fresh European lockdown and the impasse in U.S. stimulus talks. Earnings season is in full swing and the results have been very strong. But reactions...
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The global stock market selloff and the implications for investors

Oct 30, 2020 |Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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