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Energy market commentary: August 2020

Despite stock prices that remain well below early 2020 levels, midstream earnings expectations have held up well.

Energy infrastructure: Valuations low, fundamentals sound

Why midstream may be an attractive space in today's expensive market.

A narrow rally reveals many stocks left behind

Investors got a taste of what markets may look like if tech turns south. Our chart looks at the uneven performance of S&P stocks over the past year.

The implications of a rising default rate

Many cite the coming wave of defaults as cause for concern, but history tells us otherwise

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.

Treasury market quiets as equity volatility picks up

Treasury rate volatility has flatlined since April. Our chart looks at why yield-hungry investors may need to find new ways to generate income.

Q4 2020: Staying active

While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings
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