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What will it take to sustain the budding market recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
Can the market’s immunity last?
With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.
Fed update: Stealth yield curve control?
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.
A More Stable Outlook for the European High-Yield Market
The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.
An historic day for Europe
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.
COVID-19: Implications of Rising Case Numbers in the US
COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.
For some tech giants, innovation no longer a dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Sustainable investing shines during market gloom
Research shows that 70% of sustainable equity funds ranked in the top half of their Morningstar category during the first quarter of 2020. Here’s why.
What a Return to “Normal” Could Mean for Equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
Despite high marks, Fed still has issues to resolve
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook
Investment Director Jane Shoemake provides an update on dividend trends over the last quarter, along with a new “best and worst” forecast range for 2020.
What Will It Take to Reopen the Global Economy?
An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.