Midyear 2021 Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

July 13, 2021

 

Video Highlights:

 


FEATURED PERSPECTIVES

Forget Raising Rates, Shrink the Balance Sheet - Featured Perspectives
January 24, 2022

Forget Raising Rates, Shrink the Balance Sheet

The Fed’s best opportunity to “normalize” policy.

Strange Jobs Report Opens Door for March Rate Hike - Featured Perspectives
January 07, 2022

Strange Jobs Report Opens Door for March Rate Hike

Employment and inflation data raise the likelihood of Fed activity.

Are High-Yield Markets Misjudging Evergrande Risk? - Featured Perspectives
November 24, 2021

Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.


VIDEO

Fixed-Income Outlook 

Midyear 2021 Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

The Long Road to Recovery 

The Long Road to Recovery

Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.