CARES Act: Congress Approves Economic Relief Program for Individuals and Families
On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. In the wake of the coronavirus public health crisis and associated economic fallout, this federal government support is designed to provide support to both individuals and businesses, including changes to tax and retirement account policies.
Part I: Record Economic Expansion and Reduced Recession Indicators Drive Consensus Views for 2020
Doug Cohen, managing director, portfolio management introduces us to consensus views for 2020 that prolong the longest US economic expansion on record extending into its 12th year. New year consensuses favor dwindling recession indicators and stabilized credit conditions. In Part I of his observations, Doug also shares his take on the Fed, election odds, and investor sentiments around the bull market.
Beyond Conversation: Gender Inclusion Now
Dr. Lisette Cooper, founder and CIO, presented the keynote address at the Impact Capitalism Summit, hosted by Big Path Capital. The theme of the conference focused on “Impact at Scale.” While there are many lenses that one could put on the topic of impact investing, Dr. Cooper focuses on a gender lens and shares actionable ideas that investors can implement to promote gender equality at scale.
Revisiting Earnings and Earnings Multiples as Drivers of the Equity Markets
Doug Cohen, managing director, portfolio management, began the year with a "20 Questions" (and Answers) market overview that covered pertinent capital market issues for 2019. Doug revisits these issues, returning with the two variables that determine equity prices: earnings and earnings multiples.