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Market Outlooks
Global Weekly Commentary: UK: a case study in virus dynamics
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We zero in on the UK this week to highlight the three main signposts we use to assess the impact of the coronavirus: the pace of the economic restart, the state of policy support and evidence of permanent economic damage.
Market Outlooks
Weekly Wire: An unsettled world becomes more so
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An unsettled world – a pandemic, a contentious election, a strained political and cultural discourse, unrest in our streets – has become more so with news President Trump and First Lady Melania Trump tested positive for COVID-19.
Market Outlooks
RealAccess | Global insights for real estate investors (Issue No. 1)
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RealAccess presented by Nuveen Real Estate, provides timely global insights for real estate investors; providing necessary tools and insights to make informed investment choices as they navigate the world of real estate.
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Market Outlooks
Weekly Investment Commentary: Key questions as equity volatility picks up
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After a strong surge in the summer, equity prices have cooled in recent weeks. The technology sector entered a full-blown correction, and weakness has spread to the broader market.
Market Outlooks
Global Weekly Commentary: U.S. election through a sectoral lens
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The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week.
Market Outlooks
Weekly Investment Commentary: Middle ground between the bear and bull case for stocks
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Stocks fell again last week, marking the first time in over a year that markets declined for four consecutive weeks.
Market Outlooks
Weekly Wire: The election, the markets, and the economy: you’ve got questions, we’ve got answers
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While (we hope) the Weekly Wire is timely, relevant, and entertaining, it also tends to be both a bit backwards looking—focused on analyzing and understanding a market or economic event that has happened—with the week’s narrative starting and ending on that particular page. Well, in this edition we are going in a different direction.
Market Outlooks
Global Weekly Commentary: A consequential election
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The U.S. election is taking place against a historic backdrop of a pandemic, recession and domestic strife. The outcome could have significant implications for key policy areas: fiscal stimulus, public investment, taxation, regulation and foreign affairs.