Cyber security

Cybersecurity and the digital transformation of business

Oct 21, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

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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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man in suit sitting reading paper

How the U.S. election results could impact fixed income strategies

Oct 05, 2020 |Thomas Garretson, CFA

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets.

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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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American flag on building

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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