Thoughts on the Market

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.

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.