Thoughts on the Market

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.

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.

A look at why investors should be mindful that seemingly small changes in yields can mean big swings in the prices of assets.

Vishy Tirupattur, Head of Fixed Income Research, talks with Andrew Sheets about why corporate credit investors could see better returns in the high yield space in 2021.

Bond investors may want to watch Georgia’s upcoming Senate runoff elections since Democrat wins could mean more fiscal expansion… and a potential fall for bond prices.

Why COVID-19, tech disruption and a shift to a more multipolar world may require a more tactical approach to the region in 2021.

Small caps and cyclicals outperformed significantly this year, particularly after announcement of a vaccine. Which factors could see momentum in 2021?

Although the first COVID-19 vaccine has now begun distribution in the U.S., the country still faces alarming numbers of new cases. We dive into the logistics of mass vaccination.

Many are skeptical of substantial rise in long term interest rates in the coming year, but we think market pressures will push them up more than the consensus and that the Fed will not get in the way. Chief Cross-Asset Strategist Andrew Sheets explains.

Congress is making progress on a COVID fiscal relief package, but previous efforts to strike a deal haven’t borne fruit. Why this time may be different.