Fund managers are eyeing rising inflation and the rotation to value as they adjust strategies after a challenging pandemic year
Mutual fund families that bought bargains performed well in 2020
Only two out of 42 firms reported a loss in the third quarter
The pandemic has exacerbated income inequality, and many low-wage workers have no job to return to
While banks increased loan-loss provisions, some firms rode rising markets for quarterly gains
Financial markets' volatility and lower bond yields will have a big impact on insurers' capital and profitability
Quality and defensiveness should pay off in 2020
Big banks are in the best shape to endure the coronavirus crisis
Fund families benefited last year as markets recovered from a 20% plunge in stock prices in late 2018
The latest quarterly reports were a mixed bag: acquisitions; lower profits for some companies; and raised dividends