Each week our team answers the most pressing questions that are on the minds of investors. Tune in to hear from our Global Market Strategists as they take on these topics and discuss their investment implications.
Episodes
Thursday Feb 18, 2021
Thursday Feb 18, 2021
Most investors believe that the reflation trade will define markets in 2021. This means that cyclical sectors should outperform defensive ones, international stocks should outperform their U.S. counterparts, long-term interest rates should rise, and the U.S. dollar should fall. However, more and more clients are asking us what could undermine this narrative and precipitate a market correction.