From Here, Recovery Will be ‘Tougher,’ But Good Investments Persist
So say two savants from Principal Financial, at CIO’s Summit.
Market Moves
3Q Earnings Could Be Less Bad Than Expected
Corporate profits should lose just (just?) 17%, UBS says, better than previous forecasts.
Maybe a Biden Cap Gains Hike Won’t Keelhaul the Stock Market
Despite investor qualms, equities should keep heading north, JPM predicts.
Bullish Signs: Copper and Silver Shine Anew
The two metals’ prices have climbed nicely, a good counterpoint to the jobs situation.
4 Scenarios on Stimulus Package, Post-Election
What different combinations of control on Capitol Hill and the White House would mean, by LPL’s reckoning.
Brown’s Endowment Is Killing It
Portfolio returns over 12% for fourth straight year. Dartmouth’s earns 7.6% in 2020.
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Maybe, Just Maybe, Oil Stocks Aren’t Headed for the Scrap Heap Soon
The need for oil and gas will be around for a while, and their suffering stocks are far from lost causes, Wells Fargo argues.
October Surprise: Market Reaction to Trump Illness Is Muted
Perhaps the small losses show investors think not much will change in the presidential race.
FAANGs Risk Ending Up Like the Nifty Fifty, Cooperman Worries
Celebrated investor draws parallels to the must-have momentum stocks of the 1960s.
Wells Fargo: 2020 Market Is Too Iffy to Put New Money In
The election and the virus could trigger another stock slump, says strategist Christopher Harvey.
Don’t Worry about an Election Outcome Delay, Goldman Says
The mechanisms are in place for the nation and the market to know pretty soon who wins, the firm’s economists argue.
Lessons Learned from Global Financial Crisis Help LPs Bounce Back from COVID-19
Panel at Alternative Investment Summit reveals how much things have changed since March.
Pace of Private Equity, Venture Deals to Rebound, Panel Says
Technology disruptions across all sectors were just a temporary time out, create new opportunities, according to experts at an EisnerAmper conference.
Why Today’s Weaker Dollar May Presage a Trump Re-election
When the buck is down, the incumbent party usually wins, LPL Financial research finds.