Viewpoints about Coronavirus
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
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Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
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After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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Revenue streams drying up? Municipal bonds in the pandemic
The pandemic isn't treating all municipal bonds equally. This piece examines a number of municipal obligations and their varying levels of support.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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What investors need to know about today's market volatility and the VIX
Stock market volatility spiked in the first half of 2020. We explore this turbulence and the VIX, the most common benchmark for measuring stocks’ peaks and valleys.
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