Actionable insights on market volatility — and the path to recovery

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Even in times of uncertainty, some things are still clear. Investors need to continue to work toward their goals, and their trusted financial advisor is there to help guide them.

Advisors: Explore our top resources for investors followed by a curated section for you.

Election 2020

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Biden passes 270. What does it mean for investors?

The combination of a narrow margin of victory and the possibility that Republicans retain control of the Senate are likely to impact the policies his administration may pursue.

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Election 2020: How a Biden win could change the investment environment
From individual and corporate tax rates to “winners and losers” in specific sectors, here’s how a Biden win might shift the landscape.

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What the 2020 elections mean for the markets—and what they don’t
The election cycle will increase short-term volatility, but it won’t have much influence on market averages over the long term.

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Chart: Why to look past election-year volatility
Election years often bring volatility and with that comes uncertainty. But our latest chart gives a snapshot of why investors should focus on long-term goals.

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2020 Election: Potential sector impacts

Columbia Threadneedle equity analysts assess the prospective impact of a Biden presidency.

Latest market insights

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Update: Covid-19 vaccine development 

What does the recent vaccine announcement mean? When will things get back to normal? Get answers to some frequently asked questions about Covid-19 vaccines.

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Chart: Tax delays exaggerate state revenue drops
States have outperformed their dire budget projections.

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Positioning for a slow and gradual recovery
Our Head of Multi-Asset Strategy discusses the updated capital markets forecast.

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Downgrades, defaults and dispersion
Credit investing during the COVID era.

 

For investors: How to think about volatility

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Chart: Drawdown losses

Our latest chart illustrates why having a strategy to mitigate portfolio drawdowns is important.

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Tips for keeping a cool head and a long view right now

When stock market volatility shakes your confidence, don't abandon your strategy.

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Chart: Time, not timing

Emotional decisions during periods of short-term volatility rarely pay off in the long run.

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Chart: Recovery after a downturn 

Historical examples show how long it has taken for the stock market to recoup losses. 

 

For advisors: Resources to help navigate volatile times

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Facing record job losses, are you prepared to guide your clients?
A separation of service can trigger workplace wealth distributions. Even highly compensated employees benefit from conversations on financial and emotional.

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Optimizing resources after a layoff
Lend support to clients experiencing a job loss by taking a proactive approach.

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Practical tactics to calm anxious clients

How to reassure investors: Advice from financial advisors, behavioral scientists and medical experts. 

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Understanding investor behavior and biases

View our resource library with tips on how you can help prevent your clients from making costly, emotional decisions. 

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How to maintain client connection in a time of social distancing

Consider these communication strategies to help your clients feel connected and reassured — even when you can’t meet with them in person.

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Take care of yourself while you’re taking care of clients

How do you build in time to take care of yourself during these uncharted times? Here's how to find balance in a time of social distancing.

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Now's the time to embrace new ways to communicate with clients

Remote doesn't need to mean disconnected.

 

 

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