Dec 31, 2020
Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021.
To view the additional resource, 2021 Outlook slides, click here [PDF] or copy and paste bit.ly/3tjl9dF into your browser.
To...
Dec 11, 2020
London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets.
This content is published by Capital Client Group, Inc.
For...
Dec 4, 2020
Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there’s not much in between.
This content is published by Capital Client...
Oct 22, 2020
Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine and treatments for COVID-19, it’s little wonder that portfolio manager Rich Wolf says, “There's never been a...
Sep 24, 2020
Many small-cap stocks are among the world’s most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap investors Greg Wendt and Brad Freer, who share their thoughts on this less-understood asset class.
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