As first highlighted in an earlier blog post, the strong upsweep in EPS revisions since spring has lost traction recently. With coronavirus infections and lockdown risks now on the rise, could a second wave of downgrades be on the horizon?
Read the full blog post now at the link below
The 1980s were a turbulent decade, best known for advancements in technology, music, and finance—the impact of which we’re still feeling 40 years later. The decade featured the launch of the first reusable space shuttle, the dawn of cable television, and the emergence of video cassette recorders (VCRs) as household staples.
While it feels like the current interest rate correction might have further to go there is a quite a lot of bad news priced already and those who shortened their duration or stepped away and are lucky enough to have some dry powder to deploy are eyeing up the choices for when the time is right. Those looking might be attracted by some allocation towards the municipal market.
Consumer staples stocks have been the stalwart performers of US equities this year, as they play their traditional role of providing refuge in times of extreme market stress.
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