Economic and Market Research
Valuable Insights & Opportunities
The latest research, data, and insights from the investment experts at Key Private Bank.
Key Private Bank Investment Brief
The global spread of COVID-19 has caused significant market movements and uncertainty among investors.
Your investment brief houses our experts' latest analysis and strategies for navigating the turbulence created by the outbreak—keeping you updated on our thinking and how these changes might impact your portfolio.
Key Investment Perspectives: November 2020
The month of October began with the news that President Trump had tested positive for COVID-19 and ended with the U.S. reporting its largest-ever daily case record. Market volatility soared to its highest level since June, and investors are increasingly concerned that the domestic economic recovery could lose steam unless substantial fiscal support is forthcoming.
Key Questions: What Will Joe Do?
Well, it’s over. Almost. The largest (with respect to turnout), most expensive, and arguably the most contentious election in our country’s history appears to have ended.
Key Questions: 2020: A SPACtacular Year?
In terms of dollars and number of deals, special-purpose acquisition company (SPAC) issuance in 2020 has broken all previous records.
Key Questions: Are You Better Off Than You Were Four Years Ago?
Many of us who are old enough remember Ronald Reagan’s 1980 presidential victory over incumbent Jimmy Carter as a landslide: He won 489 electoral votes to Carter’s 49, the third-most decisive outcome in our country’s history (excluding George Washington’s uncontested election). Yet few of us may recall how close the election actually was. And perhaps the outcome would have been different had it not been for one key question that Reagan posed during the final presidential debate.
Key Questions: Is Big Tech In Big Trouble?
Owning stocks at the right price — not just any price — and being selective are essential practices to adhere to.
Key Questions: Am I an Accredited Investor?
The stock market crash of 1929 had such a profoundly searing impact on so many that the year has become synonymous with financial calamity. Other years that hold such notoriety include 1987, 2008, and perhaps 2020, although this year will clearly be remembered for events that extend well beyond financial market volatility.
Key Investment Perspectives: October 2020
In this issue of Key Investment Perspectives, we look into why investors have flocked to growth stocks and examine the most popular narratives and arguments for growth over value.
Key Questions: Are Investors Prepared for the "Green Age" of Energy?
Security selection is essential in determining which companies are best positioned to profit in the "green age" of renewables.
Key Questions: What Happens If...?
In political parlance, an "October surprise" is a headline-grabbing event that has the potential to influence the outcome of an election. Because many of the most prominent elections occur in early November, such events that take place in October are seen as "scrambling the political calculus just as the stakes are at their highest," according to one political observer.
Key Questions: Why Is Conviction Key?
The odds of favorable outcomes typically improve when investments are made with conviction, resulting in success over the long run.
Key Questions: Are There Real Opportunities in Real Estate?
Given the current level of bond yields, we believe that certain segments of the commercial real estate market may offer attractive opportunities.