Mike Wilson: Is the Worst of the Correction Over?

Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

16 Nov 20203min

Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

13 Nov 20202min

G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?

12 Nov 20203min

Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.

11 Nov 20202min

Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.

10 Nov 20204min

Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?

9 Nov 20203min

All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.

6 Nov 20208min

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

5 Nov 20202min