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Market Outlooks
Weekly Macro Update: The Pandemic Productivity Shock
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Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
Market Outlooks
Weekly Macro Update: How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Market Outlooks
Weekly Macro Update: The Biggest Threat to the Global Recovery Lies Beneath This Dome
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Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
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Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.
Market Outlooks
Barings Investment Institute Webinar - What Can Korea Teach the World about the Path to Recovery?
As an export powerhouse, Korea’s trade volumes remain an important leading indicator of global demand. Korean authorities have also been successful in containing the early outburst of the coronavirus.
Market Outlooks
Weekly Macro Update: Keep Your Eye on the Loser
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In this brief lull between America's two main presidential conventions, the country’s political tectonic plates are shifting even in these freeze-dried, online versions without falling balloons, cheering crowds and silly hats.
Market Outlooks
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
Behavioural Advisor: Beware Predictions and Magic Elixirs
The market and economy have gone through unprecedented events with a global pandemic, the shut-down of economies, massive government intervention and dramatic market swings.
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
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After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
Market Outlooks
Weekly Macro Update: How Long Can This Go On?
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There is no good time for a pandemic, but for the U.S. economy there are bad times and there are really bad times.