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Access the latest resources on COVID-19 and market volatility

Our team of strategists, researchers and investors bring you daily content on the markets, the impact of COVID-19 on the economy and considerations for long-term investors.

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

2020 Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Eye on the Market

Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

Global Asset Allocation Views 3Q20

The COVID-19 outbreak has pushed the global economy into recession and equities likely have further to fall. We are overweight cash and duration and modestly underweight equity and credit.

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Global Equity Views 3Q20

Investors should be braced for further near-term declines in stock markets. But the combination of highly negative sentiment and attractive valuations presents a solid longer-term buying opportunity.

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Global Fixed Income Views 3Q20

We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well.

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Factor Views 2Q20

Factor performance was negative in Q2 as markets went into free fall. Equity factors were mixed while event-driven and macro factors were hit hard. We see a heightened opportunity set following a particularly difficult quarter.

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