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February 2021 / PODCAST

Secular Forces Are Carving New Paths for Active Investing

How has coronavirus accelerated and redirected some long-term secular trends?

In the first of a three-part series, Yoram Lustig, Head of Multi-Asset Solutions, and Michael Walsh, Multi-Asset Solutions Strategist, discuss how coronavirus has accelerated and redirected some long-term secular trends. 

Yoram and Michael cover coronavirus and geopolitical disorder, two of six of the major secular forces identified that lead to accelerated change and paving the way for active investing and review the investment implications for investors. 


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The Risk Rally Will Likely Continue, but It Is Vulnerable
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February 2021 / MARKET OUTLOOK

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