Special Episode: Are the Clouds Clearing for European Equities?
Why a reflationary backdrop in 2021 could provide a boost to Europe’s cyclical value stocks. A look at the year ahead with Graham Secker, Head of the European and UK Equity Strategy Team.
8 Tammi 202110min
Andrew Sheets: Three Implications of the “Blue Wave”
Chief Cross-Asset Strategist Andrew Sheets explains why a Democrat sweep of Congress and the White House suggests more reflation and rotation in portfolios.
7 Tammi 20213min
Michael Zezas: Georgia Changes the Game
With wins called for both Senate runoff elections in Georgia, Democrats are poised to control the Presidency and both chambers of Congress. What does this mean for further stimulus?
7 Tammi 20212min
Reza Moghadam: New Year, New Europe
With Brexit finally a reality, Chief Economic Advisor Reza Moghadam details key elements of the agreement—and the resulting market implications for the EU and UK.
5 Tammi 20215min
Mike Wilson: Strategically Riding the Bull in 2021
With valuations high, where will markets look to discount next? A look at some key themes developing in this new bull market.
4 Tammi 20213min
Michael Zezas: What’s Ahead for U.S. Policy in 2021?
Two events could change the trajectory of fiscal policy in 2021: the need to raise the debt ceiling and the coming expiry of key corporate tax breaks.
23 Joulu 20202min
Special Episode: What’s in Store for ESG Investing?
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch.
22 Joulu 20209min
Mike Wilson: An Exhaustion Point for Good News?
Markets often don't need a concrete reason to sell-off or rally. Sometimes it's just exhaustion of a trend that has carried too far.
21 Joulu 20203min
