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.
As China starts to emerge from the coronavirus crisis, what might a recovery look like?
While times like these are challenging for investors, we believe they can also help sharpen conviction in underlying investments. With a longer-term approach to investing, we believe the fear of others will continue to present us with attractive opportunities.
Phase One China Trade Deal: Key Issues Unresolved Until After U.S. Election.
Our US political analyst Katie Deal reports back from Washington and the campaign trail. Read her blog for politics with an investment slant.
From dull to darling, find out why renewable energy has transformed the Utilities industry.
History shows that when a style rotation does occur, the change tends to be abrupt and extreme. Are you prepared?
History shows that when a style rotation does occur, the change tends to be abrupt and extreme. Are you prepared?