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Market Outlooks
Weekly Market Compass: Markets could be faced with a contested presidential election, rising COVID-19 rates, and a stalled fiscal stimulus deal
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I am lucky enough to have developed a network of friends despite being a working mom. Some of these friends go back to childhood and high school, some are moms I have met through my children’s schools, and some are friends I have met in the workplace.
Market Outlooks
Weekly Market Compass: The UK walks away from talks with the EU, but there is still hope that a trade deal can be salvaged
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Last week was a critical one in the ongoing Brexit odyssey. As the UK hurtles towards the end of 2020 (which will mark its exit from the European Union), it has been negotiating with the EU on the terms of their future trading relationship.
Market Outlooks
Weekly Market Compass: Stimulus talks, presidential polls, Brexit and more could impact markets this month
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This month, I’m watching five key issues that have the potential to impact global markets.
Market Outlooks
Weekly Market Compass: We explore the impact of three key events on markets and the economy
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Last week’s news cycle was relentless. Tuesday’s chaotic US presidential debate dominated headlines for a few days — until Friday, when President Donald Trump announced that he and the first lady tested positive for COVID-19.
Market Outlooks
Weekly Market Compass: Rising COVID-19 cases, a lack of US fiscal stimulus, and the potential for a contested presidential election are causing apprehension
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There is a feeling of apprehension in markets. I can sense it in the questions I receive.
Market Outlooks
Weekly Market Compass: These are the top issues we hope the candidates will address in detail
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The first debate between President Donald Trump and former Vice President Joe Biden will take place on Sept. 29 — the first of three debates scheduled to take place before Election Day on Nov. 3.
Market Outlooks
Weekly Market Compass: A greener economy and a rise in small businesses may be a silver lining for long-term growth
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It’s back to school season, and that invariably reminds me of my own education and all that I enjoyed learning when I was in school.
Market Outlooks
Weekly Market Compass: Key themes have emerged during the pandemic that may support long-term tech growth
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It feels like investors have been on a wild ride over the past week as tech stocks plunged, dragging down major global indexes with them.
Market Outlooks
Weekly Market Compass: We also discuss a leadership change in Japan, US consumer sentiment, and COVID-19 cases
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Last week brought some major headlines with a new inflation target policy from the Federal Reserve, news of a leadership change in Japan, a decline in US consumer sentiment, and spikes in COVID-19 cases. What are the implications of these events for investors?
Market Outlooks
Focus on Equities: Taking the Long View
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Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.