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
Mike Wilson: Getting Ahead of 2021 Leadership Shifts
Small caps and cyclicals outperformed significantly this year, particularly after announcement of a vaccine. Which factors could see momentum in 2021?
14 Des 20203min
Special Episode: As a Vaccine Rolls-Out, What’s Next?
Although the first COVID-19 vaccine has now begun distribution in the U.S., the country still faces alarming numbers of new cases. We dive into the logistics of mass vaccination.
14 Des 20207min
Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them
Many are skeptical of substantial rise in long term interest rates in the coming year, but we think market pressures will push them up more than the consensus and that the Fed will not get in the way. Chief Cross-Asset Strategist Andrew Sheets explains.
10 Des 20202min
Michael Zezas: Can Congress Break the Stimulus Logjam?
Congress is making progress on a COVID fiscal relief package, but previous efforts to strike a deal haven’t borne fruit. Why this time may be different.
9 Des 20202min
Mike Wilson: Closing the Books on 2020
Despite a year of high uncertainty, 2020 may end as a strong year for nearly every asset class—which means it may be time to step back and take a breath.
7 Des 20203min
Andrew Sheets: Corporate Credit’s Surprising Resiliency
Corporate credit defaults have been relatively low considering the outsized shock of COVID-19. Do muted default rates also mean a muted recovery?
4 Des 20203min
