Blog

We look at the prospects for China’s rebound from COVID-19 and the possible implications of the U.S. elections for investors.

COVID-19 has made homebodies out of most of us. Similarities are emerging in how we are choosing to spend this extra time at home.

We explore the impact of COVID-19 on digital payments as quarantine measures and sanitation concerns have accelerated the pre-existing secular shift.

As diagnostic testing ramps up, and clinical trials of vaccines and treatments get underway, we look at implications for Health Care investors.

As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

Dr. MacKay updates us on the data on COVID-19 cases and how close we are to a vaccine. He answers the question: “When will we be back to normal?”

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

The pandemic has fast-tracked the transition to online retail from store-based, and market share gains may become permanent for some online companies.

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?