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.
Is there potential for the UST 10-Year yield to move higher? Kevin Flanagan discusses this possibility along with the possible return of the reflation trade.
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.
With the second wave of COVID-19 dominating headlines again, it’s natural to wonder what the economic impact may be this time around as compared to Q2. Kevin Flanagan takes a step back to see where the economy stands as we enter the final month of 2020.
