Investor trends: Cloud computing basics and benefits

Aug 28, 2020 |Portfolio Advisory Group

As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.

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Shanghai skyline

U.S.-China tensions: beyond tariffs

Aug 27, 2020 |Frédérique Carrier

We look at the prospects for China’s rebound from COVID-19 and the possible implications of the U.S. elections for investors.

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Bottle of prescription medications

Implications of increased testing and clinical trials of COVID-19 vaccines

Aug 26, 2020 |Gopa Nair, CFA

As diagnostic testing ramps up, and clinical trials of vaccines and treatments get underway, we look at implications for Health Care investors.

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People in car with masks

Speed bump in the secular growth of the sharing economy

Aug 24, 2020 |Alan Robinson – Portfolio Advisor, Seattle, United States

The sharing economy is an economic model defined as a peer-to-peer-based activity of acquiring, providing, or sharing access to goods and services that is often facilitated by a community-based online platform.

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Treasury-Department-Building-in-Washington-DC

The Fed and monetary policy are on call to support the recovery

Aug 21, 2020 |Thomas Garretson, CFA

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

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Video streaming: Cord-cutting in the time of COVID-19

Aug 20, 2020 |Tasneem Azim-Khan, CFA

The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.

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Woman gardening

Nesting: Homebodies for now

Aug 18, 2020 |Portfolio Advisory Group

It seems likely that people all over the world have cabin fever and are eager to get out and about.

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The future of retail: How COVID-19 continues to transform e-commerce

The future of retail: How COVID-19 continues to transform e-commerce

Aug 14, 2020 |Tasneem Azim-Khan

The pandemic has fast-tracked the transition to online retail from store-based, and market share gains may become permanent for some online companies.

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New York City

U.S. earnings are moving in the right direction

Aug 13, 2020 |Kelly Bogdanova

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

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Investor trends: Digital payments are accelerating in the COVID-19 world

Aug 11, 2020 |Stephen Chang, CFA

We explore the impact of COVID-19 on digital payments as quarantine measures and sanitation concerns have accelerated the pre-existing secular shift.

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