Mike Wilson: So… What Isn’t Priced-In?
Although 2021 is likely to be a better year economically, asset markets may not repeat the remarkable run of the past 9 months. So where should investors look?
11 Jan 20214min
Special Episode: Are the Clouds Clearing for European Equities?
Why a reflationary backdrop in 2021 could provide a boost to Europe’s cyclical value stocks. A look at the year ahead with Graham Secker, Head of the European and UK Equity Strategy Team.
8 Jan 202110min
Andrew Sheets: Three Implications of the “Blue Wave”
Chief Cross-Asset Strategist Andrew Sheets explains why a Democrat sweep of Congress and the White House suggests more reflation and rotation in portfolios.
7 Jan 20213min
Michael Zezas: Georgia Changes the Game
With wins called for both Senate runoff elections in Georgia, Democrats are poised to control the Presidency and both chambers of Congress. What does this mean for further stimulus?
7 Jan 20212min
Reza Moghadam: New Year, New Europe
With Brexit finally a reality, Chief Economic Advisor Reza Moghadam details key elements of the agreement—and the resulting market implications for the EU and UK.
5 Jan 20215min
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 Dec 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 Dec 20209min
