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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
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.
Market Outlooks
Weekly Macro Update: The “Pandemic Put” Can’t Last Forever
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As the second half comes into focus, investors will have to contemplate a world in which the risks remain—and the backstops come with strings.
Market Outlooks
Weekly Equities Commentary
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Stocks may churn throughout the summer.
Investing Ideas
The responsible investing "boot camp" for financial advisors
Our boot camp provides financial advisors a guide to the responsible investing opportunity, including actionable steps to help integrate these investments into client portfolios.
Market Outlooks
Weekly Macro Update: The Irrelevant Election
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With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.