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Market Outlooks
Weekly Investment Commentary: Stocks jump on election and vaccine news
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Equities enjoyed a strong election week rally, with the S&P 500 Index jumping more than 7%. Stocks subsequently soared Monday morning on positive news on a potential coronavirus vaccine. With Joe Biden winning the presidency and Republicans likely retaining control of the Senate, prospects for significant policy changes appear limited.
Market Outlooks
Weekly Investment Commentary: The economy and financial markets need a medical breakthrough
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Stocks sold off sharply last week, experiencing their worst week since the beginning of the coronavirus crisis in March. Investors reacted negatively to news of increasing cases in the U.S. and Europe, fading hopes for near-term fiscal stimulus and growing election-related uncertainties. All sectors were down for the week, with the worst declines in industrials, technology and consumer discretionary.
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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise despite surging virus cases
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Longer U.S. Treasury rates rose last week, while shorter maturities were unchanged or slightly lower. Market expectations for growth and inflation have been rising on hopes of a large stimulus package early next year.
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.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
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The race could tighten but whatever happens, the market should be fine.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid support for risk assets
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U.S. Treasury rates closed higher last week, led by longer maturities. A constructive market tone lifted rates and supported risk assets. Prospects for additional fiscal stimulus prior to the U.S. election dimmed, but rates rose nonetheless as the yield curve steepened.