The COVID-19 pandemic has transformed the investment landscape in a matter of months, prompting a rethink of strategic asset allocation views.
Negotiations over a new U.S. fiscal package looked to have stalled. We still expect a sizable package, but risks of a no-deal outcome are growing.
Markets will focus on the annual Jackson Hole meeting for what potential policy framework changes might imply for the medium-term inflation outlook.
Other Articles You May Be Interested In
Capitacommercial Trust: Near-Term Resilience Despite Long-Term Concerns (OTCMKTS:CMIAF)
Helium Is Soaring On Red-Hot Demand, Shrinking Supply
Goodrich Petroleum: Potential For Substantial Debt Reduction In 2021 (NYSEMKT:GDP)
Do Economic Moats Still Matter?
Leaving One British Giant For Another - BP And British American Tobacco (NYSE:BP)
In A Weak Banking Sector, Investors Taking A 'Wait And See' Approach With TCF Financial (NASDAQ:TCF)
A Swift Corsair (NASDAQ:CRSR)
Buy Micro Focus As Bargain Hunters Accumulate On The Dip (NYSE:MFGP)
