IN THIS QUARTER'S EQUITY OUTLOOK - Download PDF
- A recession like no other
- 2020 election: Potential implications for industries
- The active edge in sustainable investing
Advances in equities continued through another quarter, but experienced investors know that a measure of caution is warranted. Today's market is considerably one-sided, skewed heavily toward a narrow band of high-growth stocks. We see some trends that are rare for a recessionary environment and that are worth considering as we position portfolios.
We explore what makes this recession unique and why COVID-19 vaccine progress could be disruptive to markets. Members of our equity research team discuss the potential impact of the U.S. presidential election on a range of industries. And our Sustainable Investing team outlines how they seek an "active edge" versus passive ESG peers.
For use with institutional investors and investment professionals.
More from Equity Outlook
We explore what makes this recession unique, why vaccine progress could be disruptive to markets, and the potential impact of the U.S. presidential election on various industries.