How will the coronavirus epidemic affect global markets? How should investment managers respond to the fast-shifting landscape? These and other related questions are explored in depth by Enterprising Investor contributors.
For more coronavirus-related content, visit the Coronavirus and Market Volatility hub at CFA Institute.
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The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in the face of social and economic pressures.
The grand monetary experiment of the last decade and a half has undermined the global financial system and necessitates a radical solution.
Nearly two years into the global supply chain restructuring process, the economic data are revealing the consequences.
Is there a Fed put influencing US corporate credit markets?
Successful adviser-client relationships are built on more than just investment advice.
Recent market volatility has been driven by speculation about what the Fed will do next.
Have the Fed's and ECB's purchases of corporate bonds permanently altered the pricing of corporate credit risk?
The impact of Fed policy on the global financial system is yet another feature of the COVID-19 pandemic that caught investors off guard.
Recession is now a virtual inevitability.
Clients have concerns about inflation. Here are a few tips to approach these conversations.