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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
Global Weekly Commentary: Changing our government bond views
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Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.
Market Outlooks
Global Weekly Commentary: Restructuring opportunities
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Many companies may need to turn to private credit to restructure post-Covid. We see potential for such investments to serve as growth assets and diversifiers when new sources of portfolio resilience are needed.
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
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
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.