10 observations of the current market and possible implications for investors in 2021.
As we move past the challenges of 2020, we are optimistic about the global economy and markets for 2021.
Where do markets currently stand and what’s our preliminary outlook for 2021?
With earnings season underway, we offer our insights on key issues influencing the markets like the resurging global economy, the lingering effects of COVID-19 and the U.S. elections.
Big Tech has led the market so far this year, but antitrust scrutiny and overvaluation concerns are beginning to emerge.
As summer winds down, we provide insights on key issues influencing the markets like lingering global COVID-19 cases, the Fed’s shift on inflation and the latest on the U.S. elections.
As COVID-19 cases surge in some states, we believe U.S. GDP growth is likely to show signs of improvement in the second half of 2020.
As active managers, our approach to global investing relies on our time-tested, fundamental investment process. Our panelists recently shared how they navigate and evaluate global events – from increasing tensions between the U.S. and China to pandemic-driven supply chain disruptions – which shape our investment decisions.
The COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. It seems an entire market cycle has been compressed into a few months. At the 2020 midpoint, we assess the evolving investment landscape and the likely path forward.
The recent employment surprise, along with more re-openings, has many investors
optimistic for a “V” shaped recovery.
U.S. equities have performed well since March’s lows, but pockets of activity are creating notable cases of “haves and have nots”
Earnings season is near an end, unemployment reached staggering levels and some states are beginning to reopen. Are markets coming off a bottom?
U.S. equities have rallied from their March 23 lows as a result of record stimulus. It was the best-performing April since 1938. Where do the markets go from here?
The impact of COVID-19, and other infectious illness outbreaks that may arise in the future, could adversely affect the economies of many nations or the entire global economy, individual issuers and capital markets in ways that cannot necessarily be foreseen. In addition, the impact of infectious illnesses in emerging market countries may be greater due to generally less established healthcare systems. Public health crises caused by the COVID-19 outbreak may exacerbate other pre-existing political, social and economic risks in certain countries or globally. The duration of the COVID-19 outbreak and its effects cannot be determined with certainty.