Economic & Market Research
Valuable insights & opportunities.
December 2018
The latest research, data, and insights from the investment experts at Key Private Bank.
Key Questions: What Did We Learn from the Fed Last Week?
There were no fireworks at the Jackson Hole symposium last week as Federal Open Market Committee (FOMC or Fed) Chairman Jerome Powell’s speech basically met expectations.
Key Questions: What Is a 1031 Exchange?
A 1031 exchange, also known as a like-kind exchange, occurs when a taxpaying individual investor or entity sells an investment property and reinvests the proceeds into a “like-kind” replacement property.
Key Questions: Should Investors Exit Equities as the US Exits Afghanistan?
No, although America’s standing in the global world order should be monitored over time.
Key Questions: Can We Expect New Corporate Bond Issuance to Slow Down?
Even after years of record-setting new bond issuance, the environment remains attractive for companies wanting to issue new debt.
Key Questions: How Does a Portfolio Manager View Emerging Markets?
Extrapolation of near-term events may cause an investor to miss long-term trends.
Key Questions: Why Emerging Markets?
There are still plenty of opportunities in emerging markets as investors contemplate a new model of investing.
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 Questions: What Is the Outlook for Equities in the Second Half of 2021?
We believe the second half of 2021 will play out in two distinct acts.
Key Questions: How Did a Tiny Investor Take On an Energy Giant?
A case study in how ESG is altering shareholder engagement.
Key Investment Perspectives: Second Quarter 2021 Review
In this quarter’s Key Investment Perspectives, we take a closer look at the prospects for inflation given recent increases in inflation and analyze the concept of expected inflation versus unexpected inflation. Importantly, we also review actions that investors may take to mitigate inflation risks.
Key Questions: Will the Current Recession End Before the Next One Begins?
The economy appears to be experiencing a transition from rapid recovery to mid-cycle/ moderate growth. The Delta variant is a risk, but as long as fatalities do not materially rise, economic repercussions should be limited.
Key Questions: Can Nothing Be Something Great?
Doing nothing doesn’t seem like good investing advice. But sometimes, standing pat is the best game plan for an actively managed portfolio.