We believe that interest rates will remain low in 2021. But will pent-up demand create inflation?
Credit selection and downside protection will be critical for fixed-income investors in 2021. Interest rates are low and the margin for error is small.
Initially, GDP growth may be weak. But once vaccines are broadly distributed, pent-up demand from consumers should lead to more robust growth in the second half of 2021.
COVID-19 hasn’t changed key long-term trends, but cyclical rotation could lead to opportunities in 2021.
Changes to expect as a result of the pandemic and the election, and longer term secular trends shaping the business
The upcoming year gives us all a chance to expand our view, see the bigger picture and reinvigorate our goals. Our thought leaders weigh in on what they expect in the year ahead as we all work toward gaining perspective in 2021.
2021 rates outlook: Prepare for low interest rates this year and beyond. Consider adding credit risk and equity income strategies to generate income.
Congress makes forgiveness more flexible and reopens loan applications.
2021 economic outlook: Build longer term forecasts around successful vaccine distribution and expect stronger economic growth in the second half of 2021.
After a demanding year, it’s time to take a well-deserved break at the holidays. We asked our colleagues to share a book (or podcast) that they enjoyed in 2020.
2021 equity outlook: Volatility might remain elevated, but we see opportunities in a cyclical rotation and greater market breadth. Here are our key observations.
2021 fixed-income outlook: Income will continue to be scarce, but there are strategies for finding success in the new year.
The outcome of the Senate races in Georgia will influence whether we see changes in tax and capital gain tax rates. But employing a smart tax-aware strategy can make sense either way.
COVID-19 cases are rising at an alarming rate in the U.S. and Europe. So, why are equities reaching new highs?
There are many known headwinds for retailers heading into the holidays.
What does the recent vaccine announcement mean? When will things get back to normal? Get answers to some frequently asked questions about COVID-19 vaccines.
While vote counting continues, it appears that Joe Biden has secured the 270 electoral votes needed to become the next president of the United States. The combination of a narrow margin of victory and the possibility that Republicans retain control of the Senate are likely to impact the policies his administration may pursue.
Investors should stay patient as the vote count continues and recognize that markets may be volatile along the way
The outcome of the 2020 election may benefit the muni bond market — no matter who the victor is.
It’s possible we won’t know right away who won the presidential election.
Low rates for the foreseeable future are a great reason to consider a more active approach to your cash position.
From individual and corporate tax rates to “winners and losers” in specific sectors, here’s how a Biden win might shift the landscape.
The election cycle will increase short-term volatility, but it won’t have much influence on market averages over the long term.
Three technologies present our best chances for developing a vaccine. But how effective will they be?
Households are proving to be financially resilient during the COVID-19 pandemic, but does investing in consumer debt still make sense?