Asia Equities 2021: Positioning Is Key

Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

13 Marras 20202min

G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?

12 Marras 20203min

Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.

11 Marras 20202min

Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.

10 Marras 20204min

Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?

9 Marras 20203min

All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.

6 Marras 20208min

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

5 Marras 20202min

Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.

2 Marras 20203min