Search
Filter by type
Library
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
Investment ThemesX
Markets & Economy » Finding Opportunity in Animal Health
January 11, 2021 | Investment Themes
Opportunity at the Vet’s Office Coronavirus and the ensuing lockdowns have us all thinking about our homes more. This has meant relocating, redecorating, or trying to create the ideal environment for working and schooling from home, and for thousands of Americans, this has also meant adding a …
Audience
All AudiencesMarkets & Economy » Investing Lessons of 2020
December 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
Audience
All Audiences
Financial Planning » Investment Outlook 2021: Light at the End of the Tunnel
December 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
Audience
IndividualsMarkets & Economy » Holiday Payment Trends
December 14, 2020 | Investment Themes
Successfully investing in today’s pandemic has been defined by winners and losers, and this holiday season is no exception. Everyone can pick out the hot pandemic-driven trend of the day, or point out the suffering traditional retailer, but somewhere in the middle are a variety of overlooked …
Audience
All AudiencesMarkets & Economy » Looking Beyond the Hype in 5G
November 23, 2020 | Investment Themes
5G has been around for several years as a bleeding edge technology that had not yet reached wide acceptance or use. That has now changed. Last month, Apple unveiled 5G enabled iPhones for the first time, while at the same time, the major US cellphone carriers launched a promotional blitz …
Audience
All AudiencesLibrary » Webinar: Understanding COVID and its Controversies
September 23, 2020 | Investment Themes
There are endless questions on COVID-19, vaccines, treatments, and more. Watch our CEO, Marc Mayer, and our Life Sciences team dissect the medical aspects of the virus, and where we believe we are likely to go.
Audience
All AudiencesMarkets & Economy » Checking In on the Hotel Industry
August 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
Audience
All AudiencesMarkets & Economy » Aggregates: Beating the Construction Cycle
July 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
Audience
All AudiencesFinancial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
Audience
IndividualsMarkets & Economy » Natural Gas: Weathering the Storm
July 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
Audience
All Audiences