Keeping a lid on the asset boom, continued...
As we head into the predictable spring/summer inflation surge and vaccine driven reopenings of 2021, Jenna Barnard and John Pattullo, co‑heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
S&P 500 lifespans continue to shrink
The tide may be turning for value stocks
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
Weak pent‐up demand will likely prevent a post‐COVID boom.
For institutional investors only
“Never let the truth get in the way of a good story.”
"That’s how I started, I began at the top. And I have been working my way down ever since."
"Why the heck did history decide to stop repeating just when I needed it???"
