Michael Zezas: Sizing Up Democrat Corporate Tax Proposals

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

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

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

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

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

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

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

A look at why investors should be mindful that seemingly small changes in yields can mean big swings in the prices of assets.

18 Joulu 20202min