Viewpoints about Equities
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What happens in a recession?
Recessions are neither common nor rare. Some predictions of them prove inaccurate. Other times recessions can result in significant damage to the economy and markets.
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What investors need to know about today's market volatility and the VIX
Stock market volatility spiked in the first half of 2020. We explore this turbulence and the VIX, the most common benchmark for measuring stocks’ peaks and valleys.
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The best of both worlds: convertible bonds and the stable growth objective
Convertible bonds offer an attractive hybrid combination of growth, income, and relative safety in a time when cautious investors are looking for all three.
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Tax-loss harvesting opportunities amid 2020’s spike in market volatility
While the market volatility that’s accompanied the coronavirus pandemic has rattled investors, it’s also created tax-loss harvesting opportunities for 2020.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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Cash on the sidelines? Where to invest
Many investors reduced their stock exposure and held on to cash in response to the recent sell-off. Now that calm’s been restored, is it time to return to the markets?
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The case for long/short equity funds as volatility rises
In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.
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Human capital and consumer brands in a post-pandemic world
The pandemic is disrupting consumer patterns, putting many retail, entertainment, and leisure companies at risk. We explore how consumer brands can recover and thrive.
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
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