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Low Rates vs. U.S. Election: What Matters for Fixed Income?
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.
Global Perspectives: Demystifying sustainable investing
While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.
US election: Interpreting market moves since President Trump’s positive COVID-19 diagnosis
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.
Fundamentals before politics: The outlook for stocks and bonds through the election
Long-term market factors may prove to be more important for investors than short-term election uncertainty.
Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”
A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.
Rising political risk fuels uncertainty
With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.
In Charts: US stock performance during past presidential elections
Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.
Investment themes for the economic recovery
The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.
Election insights: Healthcare gains an edge
How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.
A superfluous tweak to the Fed’s mandate
Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.
The regulatory and policy landscape for big tech
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Innovation and government aid propel COVID-19 vaccines, biotech sector
New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.