Insights With Topics: Post-COVID


The COVID-19 pandemic could accelerate new thinking about Emerging Markets in asset allocations.


Sep 23, 2020


Are US indices rallying because of COVID-19? The most common narrative is that “US stocks have been rising despite the pandemic.” Perhaps a more accurate explanation is “US stocks have been rising because of the pandemic”.


Aug 12, 2020


COVID-19 will likely go down in history as – among other things – an accelerant for a range of tendencies are already present prior to the pandemic. AC (after-COVID), these are the four major behavioral changes that are unlikely to revert to life as we knew it BC (before-COVID).


Jul 21, 2020