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The latest research, data, and insights from the investment experts at Key Private Bank.

Economic & Market Research

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.

November 2019
Economic & Market Research

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.

November 2019
Economic & Market Research

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.

November 2019
Economic & Market Research

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.

November 2019
Economic & Market Research

Key Questions: Should We Worry About WeWork?

In 2009, following a pair of business failures including a collapsible high heel shoe concept and a baby clothing company, an eccentric entrepreneur named Adam Neumann founded a company today known as WeWork.

October 2019
Economic & Market Research

Key Questions: When are Premiums Better than Getting a Discount?

When choosing between two items of equal value, the rational person buys the lower-priced item. But the opposite principle holds true for investors in the municipal bond market: Premiums are sought, and discounts are shunned.

October 2019
Economic & Market Research

Key Investment Perspectives: October 2019

As we address in our October edition of Key Investment Perspectives, September delivered a lot for investors to think about.

October 2019
Economic & Market Research

Key Questions: Is all that Glitters Truly Golden?

Spanning thousands of years and transcending a diverse terrain of geographies, gold has attracted fascination and speculation like no other investment.

October 2019
Economic & Market Research

Key Questions: Is Index Investing About to get Political?

Later this week, and over the ensuing several weeks, numerous important trade-related events and deadlines will be looming large. At the end of this week, US and Chinese officials are scheduled to meet in Washington to resume talks.

October 2019
Economic & Market Research

Key Investment Perspectives: September 2019

Our September edition of Key Investment Perspectives examines market conditions in the month of August, with a focus on the growing talk of recession and the increased emphasis on risk aversion among investors.

September 2019
Economic & Market Research

Key Investment Perspectives: August 2019

August’s installment of Key Investment Perspectives takes an in-depth look at the shifting market environment and how to navigate it. With the US Federal Reserve’s first interest rate cut in more than a decade, the equity market reacted with a 1.0% slide citing skepticism among investors around the decision.

August 2019
Economic & Market Research

Key Investment Perspectives: July 2019

The July edition of our Key Investment Perspectives report is headlined by a remarkable first half of the year for US equities, with dovish central banks lifting all boats—for now.

July 2019