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Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.
Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Policy and Regulatory Commentary
Bouts of Volatility Possible as Ballot Tally Continues
Amid uncertainty, we are identifying opportunities for clients.
Policy and Regulatory Commentary
The election, the markets, and the economy: you’ve got questions, we’ve got answers
Policy and Regulatory Commentary
Potential Winners and Losers From Bidens Climate
This piece is approved to use with clients.
Biden's climate policies aim to create jobs, modernize critical infrastructure, and support the greening of U.S. industry.
Policy and Regulatory Commentary
Higher Tax Rates Expected in Biden Administration
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A Biden administration is expected to propose higher tax rates to finance various domestic programs.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
Policy and Regulatory Commentary
Five Dimensions to Watch Amid U.S.-China Tensions
With U.S.-China tensions rising, five key areas need to be watched over the coming weeks and months.
Policy and Regulatory Commentary
2020 Midyear Market Outlook: Policy, Politics, and Populism
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While the coronavirus crisis dominated the policy agenda in early 2020, investors will need to monitor a host of other risks in the second half.