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View from the EDGE

06 Jul 2020July: View from the EDGE®

Aggressive monetary and fiscal stimulus along with explicit statements by central bankers about their intended support has continued to be supportive of global equities. Our research exhibits more confidence in Emerging M…

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06 Jul 2020In Investing, Defense Still Wins Championships

After the stock market’s steep declines in February and March and the ensuing relief rally, it appears that market volatility may be one of the few things that investors can count on in a world of global pandemic, social unrest an…

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03 Jun 2020June 2020: View from the EDGE

View the full View from the EDGE here.

In response to the COVID-19 global pandemic, unprecedented monetary and fiscal support from central banks and governments around the world continues to be supportive of the global capita…

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03 Jun 2020June 2020 View from the EDGE Podcast

In response to the global pandemic, unprecedented monetary and fiscal support from central banks and governments around the world continues to be supportive of the global capital markets. Correspondingly, our model resear…

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08 May 2020May 2020: View from the EDGE Podcast

Investors seemed to look past bleak employment news this week and pinned hopes on the re-opening of the American economy and signs of U.S. and China commencing trade talks. Bond traders began pricing the possibility of the Fed c…

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