Outlook 2021

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Economic, Geopolitical, and Social Implications of a Biden Presidency

Joe Biden's economic, geopolitical and social policies will be dramatically different than those of President Trump.

January 20, 2021 09:51 AM
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The long-term fallout of deficit spending, quantitative easing, and debt monetization

What are the potential market impacts of surging deficits and debt across the globe?

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Will US-China relations continue to deteriorate in 2021?

Perhaps the biggest factor impacting trade volume between the two nations will be the USD/CNH exchange rate itself.

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December 31, 2020 02:00 PM

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The COVID-19 vaccine and market implications

As the COVID-19 vaccine is released, life will revert to the “old normal”. However, that doesn’t necessarily mean it will be good for the markets!

December 30, 2020 09:42 AM
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The big 5 technology stocks now represent 25% of the S&P's value - what could disrupt these behemoths?

The S&P 500 has rallied 16% in 2020 - most of this rally has been down to just a handful of stocks, as the pandemic fast tracked digital transformation. What could impact the tech giants in the coming year?

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December 30, 2020 05:30 AM

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