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Market Outlooks
Accelerating Growth for 2021?
This piece is approved to use with clients.
Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
Market Week in Review: U.S. inflation surges. Are transitory issues to blame?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
What's Next for Value Stocks
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We believe that the value rally has room to run and are finding opportunities in select cyclical sectors and dividend payers.
Market Outlooks
Fiscal fails to disappoint
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Following the Democrats’ January win in the Georgia runoff election, we expected the Biden administration and Congress to move quickly on fiscal stimulus, though there were doubts as to whether the package would be as significant as the politicians promised.
Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
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The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
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Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.