2021 Global Market Outlook
Managing to the Other Side
New coronavirus vaccines offer a potential lift for economies in 2021 and could shift spending from firms that gained during the pandemic to cyclical names damaged by it. Low yields and tighter credit spreads could make attractive fixed income returns harder to find. Tensions between the U.S. and China are a potential flashpoint.
2021 Global Market Outlook
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10 December 2020 / INTERNATIONAL EQUITIES
High-quality growth businesses on reasonable multiples
18 November 2020 / U.S. ELECTION
Divided government likely would produce moderate policies.