Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Considering the ramifications of a potentially seismic political result.
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
A discussion on the importance of diversity and inclusion from an investment perspective.
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
An in-depth look at the role of sustainability in consumer products.
An update on some of the dividend trends we are seeing within the world of equity income.
Evaluating growth stocks in the face of concentrated market leadership.
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.