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
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 Dec 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 Dec 20202min
