Economic and Market Research
Valuable Insights & Opportunities
The latest research, data, and insights from the investment experts at Key Private Bank.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Key Investment Perspectives: June 2019
June’s edition of Key Investment Perspectives focuses on the sober reminder that volatility is the new normal.