Andrew Sheets: The Uncertainty of the Fed’s New Certainty

Markets have spent November celebrating upbeat vaccine news and closure on U.S. election uncertainty. After a strong month, are equities headed for another reset?

30 Marras 20202min

Emerging market assets are poised to redeem some of their historic underperformance in 2021, but not all assets and indices in the class are equally positioned to take advantage of the cyclical upturn. Chief Cross-Asset Strategist Andrew Sheets explains.

27 Marras 20203min

A rare open disagreement between the Fed and the Treasury may have policy implications in the longer term. Michael Zezas, Head of U.S. Public Policy Research, explains.

25 Marras 20202min

Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The forecast for investors.

24 Marras 202014min

As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.

23 Marras 20203min

Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

21 Marras 202015min

Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?

18 Marras 20202min

Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

16 Marras 20203min