As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Following last week’s movements of the U.S. 10-Year Treasury yield, the ‘Reflation Trade’ theme has taken center stage in bond-land. Against this backdrop, Kevin Flanagan provides potential solutions for investors to consider for their fixed income portfolios.
We believe there will be three key themes for fixed income investors to focus on in the new year. Kevin Flanagan provides a brief synopsis on these themes and potential solutions for them in the fixed income universe.
The final jobs report of 2020 was released last week. Kevin Flanagan explains why he believes the November employment report falls into the category that some negative signs are beginning to emerge.