President Biden’s first 100 days
Given the sizable spending that will pair with President Biden’s initiatives, we see fiscal policy as a positive, especially over the next couple of years.
Inflation: Much discussed but rarely witnessed
Alongside the prospect for a strong economic recovery, a growing debate has sprung up around the path of inflation and whether it could derail growth.
A Senate surprise leaves Democrats dreaming
With the resolution of the two Senate races in Georgia, Democrats now have complete but narrow control of the federal government.
Opportunities in active fixed income
Active managers have a number of levers to pull to help outpace a passive benchmark, including sector/quality allocation, security selection and yield curve/duration management.
2021 Outlook: A rousing recovery
Though it may take a few months to get the pieces in place for a pronounced recovery, we are optimistic that this can happen in 2021.
The focus narrows, but too close to call
Election night clarity was probably too much to hope for.