How long will the economic recovery take?

July 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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Investor trends: Is telemedicine the way of the future?

July 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

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Are preferred shares right for your portfolio?

Are preferred shares right for your portfolio?

July 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

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How much does the president influence financial markets?

How much does the president influence financial markets?

July 17, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

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Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

July 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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The resilient Health Care sector in an election year

The resilient Health Care sector in an election year

July 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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Will COVID-19 force the auto sector into a U-turn

Will COVID-19 force the auto sector into a U-turn?

July 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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