Special Episode: Rates and FX Markets Eye the U.S. Policy Path
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
15 Jan 202110min
Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?
Rising yields and inflation can create anxiety for investors, but the impact depends on why they’re rising. Chief Cross-Asset Strategist Andrew Sheets explains.
14 Jan 20212min
Adam Virgadamo: 5 Equities Investment Themes for 2021
As vaccines continue to roll out and the world eyes a return to normal, several key themes are emerging that could shape investment returns.
13 Jan 20213min
Reza Moghadam: High Noon at the ECB Corral
Does a robust recovery in 2021 spell the end of European Central Bank action? One inconvenient fact may stand in the way: the lackluster rise in inflation.
12 Jan 20214min
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
