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The COVID-19 crisis confirms, once again, the value of a diversified portfolio, says David Kelly.
Investors should consider policies could impact markets and the economy after of the 2020 election.
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
In 2020, the hunt for yield is likely to continue.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.