Kelly Kowalski, CFA
Kelly Kowalski is Head of Investment Strategy at MassMutual where she is responsible for investment and asset allocation decisions.
A recession likely isn’t imminent, but there are substantial risks to the downside.
Expect the global economic recovery to continue into 2022, yet prepare for a more challenging year.
We are entering a more challenging stage of recovery and encourage a focus on fundamentals.
The economy is rebounding, but growth may not be sustainable in the long term.
A post-pandemic boom seems to lie ahead … but also potentially higher taxes and less stimulus support.
The mood in financial markets entering 2021 is much different than the fear and anxiety experienced in 2020.
With the upcoming election, investors are bracing for more volatility and an unpredictable finale to 2020.
Equity markets are in a tug of war with improving economic data tempered by rising COVID hotspots.
Markets ended 2019 with positive momentum and a wave of investor optimism. But is turbulence ahead?
Investors were kept busy by geopolitical headlines, interest rate declines, and increased volatility.
To what extent can looser financial conditions offset trade fights and slowing economic growth?
We thought “Goldilocks” conditions were a distant memory, but the Fed resurrected them .
- 1
- 2(current)