The Green Shoots of 2020
Today I want to discuss why the economy will recover, how that will happen and what it will look like. It won’t look like 2019, but the recovery will have its own flavor as we fast-forward future industries. I think that’s a good thing.vvv
Q&A with Teresa Kong
In this short Q&A, Teresa Kong, Portfolio Manager, provides her insights on the economic impact of the coronavirus and where she sees risks and opportunities, and why the current prices could represent a once in a decade opportunity to buy Asia high yield.
A Constitutional Crisis in the Making?
We are earlier than usual this month because of the upcoming presidential election. See why a US constitutional crisis could unfold in the days and weeks to come if Trump delivers on his earlier ‘promise’ not to accept the outcome, should he lose on the 3rd November.
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain intact regardless of who wins. Brian Horrigan shares a refresher on the Electoral College.
Wealthspire Advisors 2020 Q3 Review: The Gorillas are Not Bigger Than the Room
- Without statistical support, political party and tax regime changes have not translated to discernable market performance.
- Global fiscal and monetary stimulus during COVID already far surpass what the world saw during and after the Great Recession.
- Equity and credit markets domestically and abroad continued to shrug off headlines, helping recoup some if not all of the losses from earlier this year.
- Anchored short-term interest rates helped investment grade fixed income yet another quarter.
Whooaaaa DeChambeau! Strategic Income Outlook Fourth Quarter 2020
Markets have continued to rally despite the ongoing economic impact of the pandemic and the uncertainty of the upcoming U.S. election. We’re expecting increased volatility in the near term, and we think a cautious approach is the best course of action.
Rethinking Defensive Asset Allocations After a 40-Year Bull Market in Treasury Bonds
U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing risk reducers in portfolios of the past four decades. While bonds still have an important role to play in some settings (e.g., liability hedging for retirement plans), we believe investors should look at alternatives for diversification, including inflation-protected securities, gold, defensive currencies and stocks and option protection.
Matthews Pacific Tiger Strategy Fall Outlook: Entrepreneurial Companies Capture Growth in Asia
Amid a global pandemic and continued U.S.-China trade tensions, quality-growth companies remain strong performers. Portfolio managers Sharat Shroff, CFA, and Inbok Song discuss the opportunity set for growth investors.
Who Will Win? Total Return Market Outlook Fourth Quarter 2020
Markets continued their recovery during the 3rd quarter, but the narrative transitioned from concerns about the pandemic to the U.S. election – a trend that we expect to continue in October. The outcome will likely have a material impact on both fiscal stimulus policies and Treasury yields.
Will Strong Earnings Confirm an Economic Rebound?
We have a light economic calendar with a focus on housing. There are continuing political and pandemic stories that could dominate the news cycle at any time. For those focused on financial markets, earnings season might provide answers to important questions.