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Market Outlooks
Weekly Macro Update: Why it’s so Hard to go Bankrupt… And Why That Will Change
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Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
Market Outlooks
Weekly Macro Update: Europe Pivots from Brexit to Biden
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The President-elect says "America's back," but Europeans (and global investors) ask "how long?"
Market Outlooks
Weekly Macro Update: Investor’s Guide to the Second-Most Important Economic Challenge
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After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
Market Outlooks
Weekly Macro Update: Don’t Forget the Winners & Losers that Weren’t on the Ballot
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Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
Market Outlooks
Weekly Macro Update: Don’t Just Follow The Ball
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Careful investors know to look where no one else is looking. This week is no exception.
Market Outlooks
Our Global Convictions: Why We’re Staying Off the Sidelines
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Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.
Behavioral Finance
Have the Rules of Investing Changed?
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Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
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With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Market Outlooks
Weekly Macro Update: Choosing Trump or Biden
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Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
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.