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Market Outlooks
BMO Market Charts- October 26, 2020
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Value stocks have underperformed Growth stocks by the largest magnitude and longest duration in 40-years.
Market Outlooks
Finding Opportunities After the Rebound
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Following the market rebound, we are relying on our strategic investing approach to identify selective opportunities.
Market Outlooks
U.S. Presidential Election Adds to Uncertain Environment
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Salient policy differences between the presidential candidates could have important implications for investors, particularly involving taxation.
Market Outlooks
Global Markets Monthly Update - September 2020
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Stay informed about global economic development and our perspective on market conditions.
Market Outlooks
Global Markets Weekly Update: October 23, 2020
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
The stock market and the economy: Two different animals
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COVID-19 has cut a swathe through the world economy thanks to government mandated lock-downs and restrictions. No business closes its doors voluntarily and no individuals enjoy confinement to “barracks” for months on end. It is therefore essential that there is an appropriate reckoning when the pandemic passes.
Market Outlooks
The Fed’s new framework and its evolving reaction function
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Amid an accelerating election season, ongoing pandemic and a return to partisan gridlock, the Federal Reserve (Fed) has been a bit less prominent in the news cycle lately. However, at the central bank’s annual August retreat in Jackson Hole, Chairman Jerome Powell announced amendments to the Fed’s Statement on Longer-Run Goals and Monetary Policy Strategy, which had been largely unchanged since 2012. At a recent mini-forum on this topic, we discussed the significance of this change and its implications for future Fed policy and for investors.
Market Outlooks
BMO Market Charts- October 19, 2020
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The Technology sector has contributed 94% of the S&P 500’s YTD return and currently has a 28% weighting in the index. The remaining ten sectors, on average, have contributed less than 1%.