New policy framework effectively prioritizes maximum employment
Limited impact on near-term cash flows is masking longer-term risk.
Regulations would affect the energy sector and automotive industry.
North Asia may be first to enter the post-coronavirus era
Global Focused Growth Quarterly Outlook Q3 2020.
A dynamic, diversified exposure could be the answer.
Former Vice President Joseph Biden will inherit an economy beleaguered by the battle against the coronavirus if he wins the election in November. The recession will influence his legislative priorities in both the short and long term; however, Biden has indicated that he would raise an array of corporate and personal taxes to finance domestic programs, including Social Security, health care, green energy, and infrastructure projects.
Four themes driving our Midyear Market Outlook
How rising US-China tensions could unsettle markets.
Amid the coronavirus pandemic, the digitization of the economy gathers steam.
While wide-ranging opportunities exist, selectivity is key.
Positioning your portfolio for the risks and opportunities ahead
More steps needed to support small businesses and their employees.
Returning to a “normalized” environment could take longer than many anticipate.
David Eiswert shares his views on the uncertainties sweeping through global markets.
While smaller companies often bear the brunt of risk aversion, they also lead the way to recovery.
In this update, Taymour Tamaddon, Portfolio Manager, US Large Cap Growth Equity Strategy, discusses the firm’s internal response to the crisis, how we are thinking about the coronavirus, the potential scenarios for the US, and what the longer-term prospects are for US stocks and sectors such as healthcare and technology.
Hear how the recovery from the coronavirus shock is underway in China.
The impact of the coronavirus on the US economy still isn’t fully known yet, as the situation continues to evolve. However, Franklin Equity Group’s Grant Bowers sees at least three reasons to be optimistic about the long-term recovery.