More of our insights
Dividend cuts cloud stocks’ total return potential
A good time to cut dividends? Our chart shows why investors may need to temper their total return expectations despite stocks’ recent bounce.
The Great Reboot: Economy and markets in 2020
Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.
Are stocks pricing in too quick an economic rebound?
Overly optimistic? Our chart highlights stocks’ recovery vs. falling yields and oil prices – and what this could mean for investors.
A prolonged economic recovery may signal further volatility ahead
Best-case scenario for recovery? This week’s chart looks at 3 scenarios for restarting our economy and the impact each might have on U.S. GDP.
Volatility declines, but past recessions say more may be ahead
Ready for a bumpy ride? See why investors would be wise to prepare for more volatility in the coming months.
Q2 2020: Into the unknown
We present a series of articles to offer guidance to investors, context from prior economic cycles, and details of policy solutions and expected impact.