Mid-Year Outlook: Not Out of the Woods Yet
Investors have had good reason to celebrate this year, but is it truly time to let our guards down? Thanks to practical policy guidance, more than half of the US population has received at least one COVID-19 vaccine in 2021. Add to this the boost…
Why Your Investments Might Thrive in 2021
This past year has been a period in history that many of us would like to simply forget. Concerns about our communities’ wellbeing led to a seismic shift in the way that we work, educate our children, socialize, and go about our daily routines. Without…
Are Vaccine Hopes a Shot in the Arm for the Markets?
Financial markets have posted notable gains month to date. And market optimism concerning the US elections has been amplified this week by hopes for a COVID vaccine. A key question for investors now is whether news of a vaccine will be enough to push risk…
Look for Investment Opportunities in a Biden Win
The outcome of next month’s Presidential Election is likely to be of great consequence for the US economy and financial markets. Given former Vice President Joe Biden’s recent gains in the polls, it’s possible that the market narrative driving markets could turn if Biden clinches…
Four Ways to Prepare for Heightened Market Volatility
Many investors know that managing volatility is central to achieving essential financial goals. But how much should you worry about volatility, and what can you do to prepare for it? Volatility represents the ups and downs of asset prices over time. And quite often it’s…
What Are the Chances of a V-Shaped Recovery?
So why should you care whether the US economy is in a recession? By many estimates, growth in the second quarter is likely to come in at an even more disappointing rate. With unemployment spiking and various leading indicators still in decline, there’s little doubt…
When will they shut the markets?
Global risk assets continued to move lower on Monday, pushing the current selloff well into bear market territory and on pace with a level of volatility not seen since the market crash of 1987. To be sure, the S&P 500 index shed over 12% in…
Is now the right time to get into the markets?
It would be an understatement to say that financial markets have experienced a bit of volatility this week. In fact, the VIX surged to its highest level since the height of the Global Financial Crisis more than a decade ago. To be sure, we believe…
Economic update: Recession risks on the rise
U.S. Growth Our latest estimates continue to suggest that economic growth in the U.S. will weaken in the coming year while the risk of a recession remains elevated. We expect growth to come in around 2.1% YoY in 2020, slightly weaker than our expectation of…
Acute threat: a looming U.S. recession
The threat of a U.S. recession will add to a number of looming issues contributing to heightened financial market and economic complexities and uncertainties in 2020. While some of the latest economic data suggest that growth in the U.S. economy remains steady, some key market…
