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Tags: Jay Kloepfer

November 9, 2020
Caution: Hard Road Ahead!
GDP growth came roaring back in 3Q20 as expected, notching a 33.1% gain, following the 31.4% decline in 2Q.
August 10, 2020
The Stock Market Is Not the Economy
The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unprecedented.
May 19, 2020
The Fed Speaks: ‘A Mid-Cycle Adjustment to Policy’
May 11, 2020
What Just Happened?
The full return of the economy depends on the confidence that we are safe to resume jobs, travel, consumption, and daily interaction. Until then, the global economy will be hampered in ways we can only partly anticipate; the unmeasurable risk of the global health crisis will dominate for some time
February 28, 2020
Assessing the Impact of the Coronavirus for Institutional Investors
November 6, 2019
This Time May Really Be Different
May 7, 2019
Resilience in the Face of Uncertainty
February 15, 2019
Risky Business Update: Challenges Remain for Today's Investors
A Callan analysis found that investors in 2015 needed to take on three times as much risk as they did 20 years before to earn the same expected return. We recently updated our analysis and found that investors in 2019 needed to take on almost six times as much risk as they did 30 years ago
February 11, 2019
Change of Mind on Global Economic Growth
January 16, 2019
The Periodic Table Turns 20
1 2 …

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