Special Episode: 2021 Global Outlook

Special Episode: 2021 Global Outlook

Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

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Mike Wilson: Markets Cheer Clarity on Vaccine, Election

Mike Wilson: Markets Cheer Clarity on Vaccine, Election

Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?

9 Nov 20203min

Special Episode: Markets Parse Election Results, Jobs Report

Special Episode: Markets Parse Election Results, Jobs Report

All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.

6 Nov 20208min

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

5 Nov 20202min

Mike Wilson: Is the Worst of the Correction Over?

Mike Wilson: Is the Worst of the Correction Over?

Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.

2 Nov 20203min

Andrew Sheets: A Transformational Sweep?

Andrew Sheets: A Transformational Sweep?

A look at the 2008 and 2016 U.S. elections suggests that a sweep by either Democrats or Republicans could push stocks and bond yields higher in 2021.

30 Okt 20202min

Michael Zezas: Election Night Strategy for Investors

Michael Zezas: Election Night Strategy for Investors

For investors, election night could hinge on moments when markets conclude who has won, not necessarily on when media networks call a winner.

28 Okt 20202min

Mike Wilson: 3 Sticking Points for U.S. Equities

Mike Wilson: 3 Sticking Points for U.S. Equities

U.S. equity markets have been stuck range bound due to three key concerns, but investors could use that uncertainty to their advantage.

26 Okt 20203min

U.S. Election 2020: Divided Government Scenarios

U.S. Election 2020: Divided Government Scenarios

In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.

23 Okt 20207min

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