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 Jan 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 Des 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 Des 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 Des 20203min
Andrew Sheets: Unwrapping the Impact of Price Sensitivity
A look at why investors should be mindful that seemingly small changes in yields can mean big swings in the prices of assets.
18 Des 20202min
Corporate Credit 2021: A Shift to High Yield
Vishy Tirupattur, Head of Fixed Income Research, talks with Andrew Sheets about why corporate credit investors could see better returns in the high yield space in 2021.
17 Des 202010min
Michael Zezas: All Eyes on Georgia
Bond investors may want to watch Georgia’s upcoming Senate runoff elections since Democrat wins could mean more fiscal expansion… and a potential fall for bond prices.
16 Des 20201min
Asia Equities 2021: Positioning Is Key
Why COVID-19, tech disruption and a shift to a more multipolar world may require a more tactical approach to the region in 2021.
16 Des 202011min
