January Market Outlook: Implications of the Blue Sweep and Vaccine Rollout

Portfolio Manager Jack Janasiewicz on post-Georgia election market dynamics, including the Covid-19 vaccine rollout and near-term risks and opportunities.

2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

  • January 21, 2021
Markets After the Vaccine: Challenges, Risks, and Opportunities

Macro analysts Esty Dwek and Jack Janasiewicz look at how investors can be thinking about the global economy as Covid-19 inoculations get under way.

Macro and Market Views View More  

Research and Analysis View More  

Big Ideas View More