Thoughts on the Market

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.

Despite a year of high uncertainty, 2020 may end as a strong year for nearly every asset class—which means it may be time to step back and take a breath.

Corporate credit defaults have been relatively low considering the outsized shock of COVID-19. Do muted default rates also mean a muted recovery?

Will a Biden administration mean a reduction of trade barriers between the U.S. and China. The answer for investors: like most questions on trade, it’s a bit nuanced.

China’s consumers could emerge as a key GDP growth driver in 2021, fueled by COVID-19 vaccine availability, a recovery in the job market and pent-up savings by households.