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Analysis (10)

Why resilient companies are key for portfolio construction

Sep 15, 2020 |Alan Robinson

The stock performance of resilient companies has shone through during the pandemic-induced market volatility of 2020.

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The COVID-19 upheaval and the future of travel and leisure

Sep 15, 2020 |Alan Robinson

Travel and leisure habits are likely to be permanently impacted by the pandemic. But some themes will persist and others may fill the leisure gap.

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Surging government debt and deficits

Sep 14, 2020 |Alan Robinson

The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.

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Tech sector selloff: Is there more to come?

Sep 11, 2020 |Frédérique Carrier & Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

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Cybersecurity and the digital transformation of business

Sep 09, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

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Is COVID-19 a speed bump or road block for the sharing economy?

Sep 08, 2020 |Alan Robinson

Sharing has taken a back seat to maintaining our health. But ease of use and the social nature of humans suggest the sharing economy will bounce back.

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Why the Dow’s makeover matters

Sep 04, 2020 |Kelly Bogdanova

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

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Video streaming: Cord-cutting in the time of COVID-19

Sep 02, 2020 |Tasneem Azim-Khan, CFA

The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.

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How will COVID-19 impact the fading globalization theme?

Sep 02, 2020 |Alan Robinson

The pandemic has dealt a blow to globalization from which it may not fully recover. We examine possible beneficiaries of this new normal.

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U.S.-China tensions: beyond tariffs

Aug 27, 2020 |Frédérique Carrier

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

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