More of our insights
Election 2020: Polls, policies and market impacts
Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.
Valuations near highs – and investors expect more
Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.
LIBOR reform: From theoretical to tactical
LIBOR is set to be replaced as the benchmark overnight interest rate by the end of 2021. As it draws near, we look at the potential ramifications for the overnight lending market.
Q4 2020: Further to go
The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.
Chasm between stocks and sentiment grows wider
Market activity has been divorced from investor sentiment of late. Our chart looks at the mismatch and why investors might prepare for a pullback.
Stocks prone to volatility amid uncertain recovery
Equities fell this week on the Fed’s gloomy outlook. Our chart looks at what a prolonged slow-growth economy could mean for investors.
