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Market GPS 2021

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2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

Expect Less Volatility in 2021, but Uncertainties Remain

Expect Less Volatility in 2021, but Uncertainties Remain

While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.

A Positive Backdrop for U.S. Equities

A Positive Backdrop for U.S. Equities

Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

The Inevitable Face-Palm in Market Timing
Coronavirus Volatility

The Inevitable Face-Palm in Market Timing

The importance of staying the course amid ongoing uncertainty and extreme market swings.

Options Market Warms to Divided Government
Elections Volatility

Options Market Warms to Divided Government

The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.

Options Markets See a Tightening Race
Elections Volatility

Options Markets See a Tightening Race

Always looking out for surprises, options markets are giving President Trump better odds than what are currently reflected in consensus polling data.

Equity Markets Price In Uncontested Election
Coronavirus Elections Volatility

Equity Markets Price In Uncontested Election

U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Options Prices Spike on Election Uncertainty
Elections Volatility

Options Prices Spike on Election Uncertainty

The options market is signaling a tight U.S. presidential race, with volatility likely to increase around Election Day.

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election
Elections Volatility

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”
Elections Healthcare Volatility

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.