- The Wall Street Journal: ...
OUR THINKING
RESEARCH & THOUGHT PIECES FROM OUR TEAM
China is the only major economy expected to report growth for 2020, helping it close the gap with the U.S. Lifted by its quick recovery from Covid-19, it has also expanded its role in global trade and shored up its position as the world’s factory floor.
You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year. Despite the vast amount of negative news, financial markets ultimately shrugged off...
It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets.
- The New York Times: "Why Markets Boomed in a Year of Human Misery"
- The New York Times: "How the Economy Is Actually Doing, in 9 Charts"
- A Wealth of...
Watch recording of Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo where we share our thoughts and insights on the markets and the economy.
We’re living in a world of rapid change, where disruption is the norm and innovation is the only way to stay relevant.
- Visual Capitalist: "5 Undeniable Long-Term Trends Shaping Society’s Future"
- Rand: "A $2.5 Trillion Question: What If Incomes Grew Like GDP Did?"
- The Wall Street...
Time to remake wage pattern with economic policies that generate robust wage-growth for vast majority.
Vast amounts of money are being shifted around based on strange and conflicting rules...
- The Wall Street Journal: "Tesla’s Addition to S&P 500 Shows Why Indexes Are So Weird"
- Yahoo Finance: "Millions of Americans Expect to Lose Their Homes as Covid Rages"
- The Diff: "How Bubbles and...
There are still 6 weeks or so left in the year but as of this moment the massive swing from huge losses to a gain will likely go down as the biggest stock market reversal in history.
- A Wealth of Common Sense: "The Biggest Stock Market Reversal in History"
- Forbes: "Do Value Stocks Really...
Despite the financial toll of the coronavirus pandemic, few American households have raided their retirement accounts to make ends meet.
- The Wall Street Journal: "Americans Were Given the Coronavirus Option to Raid Their 401(k). Most Didn’t."
- Science Alert: "MIT Team's Cough Detector...
This is it… the final week before America’s favorite national pastime: the presidential election. With all of the debates passed and polls leaning heavily towards Biden and the Democrats, we want to preview potential scenarios and what they may mean for your portfolio.
First, a...
Millions of low-income Americans are locked into poverty thanks to U.S. tax policy, Federal Reserve Bank of Atlanta researchers say.
- Bloomberg: "Tax Burden Equal to 70% Rate Crushes Americans Unable to Pay"
- The Wall Street Journal: "Fed Official Wonders Whether Treasury Market Can Handle...
As this piece is being written, we are coming into the homestretch of the 2020 U.S. elections. It seems that this election has stirred more emotions and captivated more voter interest than any other election in recent memory. We have certainly received a fair amount of clients' questions about...
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