Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.
‘A bear market necessity’: Higher employee satisfaction is critical factor, the study concludes.
Psychological effect of persistent virus could make businesses and consumers overly cautious, hurting GDP, the economist says.
Things are so unpredictable that buffering yourself against unknown surprises only makes sense, says Nassim Nicholas Taleb.
The central bank’s program to buy corporate debt just delays the inevitable collapse and makes it worse, the Bond King contends.
Since 1928, an LPL study shows, if the S&P 500 is up three months before Election Day, then the incumbent party almost always triumphs.
In the most far-reaching pessimistic forecast yet, John Lonski blames productivity stagnation.
The central bank has jazzed up investors so much that a nasty fall will result, the economist warns.
Contrary to current predictions, pandemic-propelled volatility won’t finally let them outshine index portfolios, passive investing’s father argues.
Goldman Sachs study shows that, since this year’s low point, ordinary market players shot past the smart money, 61% to 45%.
Despite whipsaw market volatility, financial professionals expect only modest declines in 2020.
Scott Minerd calls on Fed to increase its holdings of the metal—which, unlike the dollar, is rising in value.
Half his portfolio was in the likes of high-flying Amazon, but he came nowhere near the S&P 500’s 40% March-June rebound. Was caution-minded hedging to blame?
Too much debt and the virus economic slide harmed companies such as Hertz and J. Crew.
Private equity isn’t always a market beater and charges high fees. Besides, it’ll be confined to larger investment pools, like target-date funds, which limits its impact.