Tag: Performance

Equity Market Records Always Raise Questions

In the same way that significant dips in equity prices cause head scratching and consternation, new market records also present a moment of pause, especially during a pandemic that seems to be worsening once again.

Assessing the Latest Market Jitters

One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.

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.