Economic and Market Research
Valuable Insights & Opportunities
The latest research, data, and insights from the investment experts at Key Private Bank.
Key Questions: Could Climate Change Affect My Portfolio?
Climate change impact is being felt near and far, with the trend toward sustainability gaining strength. If companies don’t take it seriously, it could affect your portfolio.
Key Investment Perspectives: January 2020
A solid December ended an outstanding year for equities around the world. The US equity market soared 31% in 2019, while developed country ex-US stocks and emerging market equities rose 22% and 20%, respectively.
Key Questions: How do US Stocks Perform During Presidential Elections?
Observations can be drawn from examining historical performance data during election years.
Key Questions: With Tensions Rising, What Should Investors do in 2020?
"A quick show of hands: Twelve months ago, how many of you believed that the US stock market would be up nearly 30% in 2019?"
Key Questions: What Should Investors Expect in 2020?
"If you don’t like the weather here, wait five minutes and it will change." Attributable to Mark Twain who purportedly was referring to New England, that famous phrase has become so ubiquitous that most people associate it with their own locale regardless of where "here" is. Moreover, the expression has been colloquially used to discuss things beyond rapidly shifting weather patterns.
2020 Economic and Investment Outlook
Our 2020 Economic and Investment Outlook is designed to help investors take a step back, focus on the fundamentals, and see things with greater clarity.
Key Questions: Are Stocks Headed Higher for the Holidays?
The holiday season is a time for giving, one that often uplifts our spirits. That same sentiment is present in the market, except it tends to give us gains in portfolios and uplifts stock price.
Key Questions: Why Bother with Tax-Loss Harvesting?
Benjamin Franklin, one of our country’s Founding Fathers, wrote in 1789 that "in this world nothing can be said to be certain, except death and taxes." Taxes are still a certainty (unfortunately), but steps can be taken to defer or minimize them and improve financial outcomes along the way. One of the most commonly used strategies to defer taxes is loss harvesting, and there are increasingly efficient tools available to do so.
Key Investment Perspectives: November 2019
The outlook for the US economy was more upbeat in October than it was in the early summer. Third quarter GDP growth came in at 1.9% — better than the consensus estimate — while third quarter corporate earnings growth for S&P 500 companies exceeded expectations. The domestic economy experienced positive developments in several areas, including encouraging news on the US-China trade friction and a stronger-than-expected October payroll report.
Key Questions: Will Robots Replace Human Investment Managers?
Asking this week’s Key Question in the early to mid-1990s would have been preposterous. At that time, Artificial Intelligence (AI) had just endured the latest of its many false dawns or "AI winters." This was a period when AI’s immense potential to revolutionize every facet of human endeavor fizzled from lack of funding, paucity of data, and the powerful influence of naysayers who argued that AI belonged in sci-fi movies, not the real world.
Key Questions: QE or Not QE… Is That the Question?
Unconventional monetary policies have seemingly been reactivated, and investors should be questioning their efficacy to combat the next recession and getting prepared for once it arrives.
Key Questions: What can be Learned from the 1929 Market Crash?
The market had a milestone event last week, but it wasn’t one to celebrate: It marked the 90th anniversary of the 1929 Stock Market Crash and the opening round of a years-long financial slump and the Great Depression. On October 28, 1929, now known as Black Monday, the Dow Jones Industrial Average plunged nearly 13%, only to fall another 12% the following day, Black Tuesday.