2021 fixed income outlook - March 2021
For fixed income investors in 2021, credit selection and downside protection will be critical. Interest rates are low, and the margin for error is small.
2021 economic outlook
We're likely to see weak GDP growth initially. But once vaccines are broadly distributed, we expect pent-up demand from consumers will lead to more robust growth in the second half of 2021.
2021 equity outlook
COVID-19 has not changed key long-term trends, but cyclical rotation presents opportunities in 2021.
#1 Financial Advisory Firm Shares Biggest Piece of Investment advice
David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.
Mr. Wonderful: Make the Leap from Saving to Investing
Shark Tank star "Mr. Wonderful" shares how technology is making investing more approachable, why we are seeing more small businesses launch right now, and where he sees opportunities heading into 2021. Kevin O'Leary, Chairman of O’Shares ETFs and Beanstox Inc., also weighs in on the state of the economy, the election rally, and what's top of mind for investors.
Coronavirus: Investing Wisely in a Time of Uncertainty
Coronavirus-driven market volatility is likely to be temporary, says Colin Moore, though there are short-term risks, particularly around the liquidity of individuals and some corporations.
Macro Themes for 2020
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape monetary policy and investment performance this year. Read our top 10 macroeconomic themes for 2020.
Could Stocks' Record Highs Be a False Breakout?
Stocks keep hitting record highs, but what is at the core of this rally? And is there a risk that this could be a false breakout? Here to share her analysis and 2020 outlook for growth is Jodie Gunzberg, Managing Director and Chief Investment Strategist at Graystone Consulting, a business of Morgan Stanley.
How we're pursuing winners in today's environment
Today’s environment of low — even negative — interest rates can present a challenge to equity investors. Equity investment director David Polak discusses how Capital Group’s investment professionals are addressing this challenge and opportunities they are discovering.
Tipping Point in Climate Change: Expect Rapid Transition
Bob Litterman, chairman of the Risk Committee and founding partner of Kepos Capital, highlights the environmental challenges facing humanity and considers the importance of defining risks and opportunities that will drive returns in a low-carbon economy.
Jim Rogers: The Bear Market Doesn't Start Today
International Investor and Author of Street Smarts, Jim Rogers, weighs in on the global investment landscape and considers the risks on the horizon. Rogers offers his long-term macroeconomic perspective on the economy, as well as his insights into the opportunities within the out-of-favor regions and asset classes.
Anatomy of a Recession 3Q19 Update
Investment Strategist Jeffrey Schulze, CFA provides an overview of a late-cycle U.S. economy starting to flash signs of caution as indicated by an overall yellow signal for the ClearBridge U.S. Recession Risk Dashboard. He also discusses potential impacts on the stock market, highlighted by rising volatility.