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The Pulse by Bernstein

Sep 15, 2020

As companies recover, will they invest more in labor-saving technology as they did in previous recessions? Accelerating automation would have a major effect on corporate profitability as well as ramifications for the most vulnerable socioeconomic groups. With the virus deepening existing inequalities, investors may...


Sep 1, 2020

What will the world look like after the coronavirus crisis has passed? Will inflation rear its head as a result of Congress' stimulus spending and the Fed's injections of liquidity into the financial system? Chris Brigham, a Senior Research Associate on our Investment Strategy team, joins Matt to discuss their recent...