Thoughts on the Market

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.

As vaccines continue to roll out and the world eyes a return to normal, several key themes are emerging that could shape investment returns.

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.

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?

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.

Chief Cross-Asset Strategist Andrew Sheets explains why a Democrat sweep of Congress and the White House suggests more reflation and rotation in portfolios.

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?

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.

With valuations high, where will markets look to discount next? A look at some key themes developing in this new bull market.

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.