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
Michael Zezas: What Happens Next on U.S.-China Trade?
Will a Biden administration mean a reduction of trade barriers between the U.S. and China. The answer for investors: like most questions on trade, it’s a bit nuanced.
2 Des 20203min
China 2021: The Consumer Roars Back
China’s consumers could emerge as a key GDP growth driver in 2021, fueled by COVID-19 vaccine availability, a recovery in the job market and pent-up savings by households.
1 Des 202011min
Mike Wilson: A November to Remember
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 Nov 20202min
Andrew Sheets: Are Emerging Markets Reemerging?
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 Nov 20203min
Michael Zezas: The Real Risk of Fed/Treasury Conflict
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 Nov 20202min
U.S. Outlook 2021: Momentum Toward Recovery
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 Nov 202014min
