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.
Q4 Kickoff Hints at Trade Dispute Headwinds
The final quarter is historically the best one of the year. Headwinds and tailwinds continue to be monitored, as tariffs and geopolitics pose a risk to economic growth.
ESG Integration: The Final Piece of Portfolio Selection
Eoin Murray, head of investment at Hermes Investment Management, emphasizes the importance of investing in ESG factors sooner rather than later and underscores that wealth creation can co-exist with 'saving the planet.'
The Orbital Perspective: Embracing Pillars to Accomplish SDGs
Ron Garan, former NASA astronaut and Co-founder of 5th Element Group, discusses the bigger picture for society and focuses on the reality of economic dependency on the planet.
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.
Wall Street Gyrates on Uncertainty
Global markets gyrated as the implications of political developments were considered on both sides of the Atlantic. As the United Nations General Assembly got underway, concerns about an extended US-China trade war and slowing global growth weighed on sentiment.
Fed Injects Liquidity into Money Markets
The stress in the overnight lending markets led the Federal Reserve to inject funds into the system for four consecutive sessions. While the root cause of market strains is debated, Fed Chair Powell downplayed any impact on the economy.