Tag: Equities

Interest Rates’ ‘New Normal’

By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for economic recovery.

Coronavirus Rocks Long-View Capital Market Assumptions

Comparing asset managers’ five-year capital market assumptions published in late 2019 and early 2020 with the newly updated versions being circulated today is an eye-opening exercise that underscores the staggering economic impact of the coronavirus pandemic.

Managers See Stocks Buoyed by Stimulus

They warn that there could be a market pullback when second-quarter earnings start being reported and that the coronavirus’ legacy could be $1 trillion in business activity never returning.