The challenging path forward for yields

 November 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

 November 19, 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

 November 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

 November 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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5G communications networks: Enabling next-generation technology

 November 05, 2020 |Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more wide spread adoption of cutting-edge technology.

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

 November 05, 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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