Where Will Bond Yields Go In 2021 ?

 November 21, 2020 |Michael Capobianco
As the catalysts to a higher yield environment continue to disappear, we still see a gradually higher path ahead over the long run, with potential for near-term volatility. Sovereign yields, in the U.S. and globally, have largely remained stagnant since...
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A Vaccine Which May Also Cure The Equity Markets

 November 14, 2020 |Michael Capobianco
A vaccine at last—and it appears to be a successful thus far. Do investors need to rethink positioning? Good news at last The Pfizer/BioNTech COVID-19 vaccine announcement on November 9 was received by equity markets with enthusiasm, with the S&P 500...
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As The U.S. Prepares For Political Gridlock, Who Will The Winners Be ?

 November 07, 2020 |Michael Capobianco
As a tumultuous U.S. election season hopefully draws closer to a final outcome, we look to the future for investment opportunities. What are the implications of a divided Congress for equity markets? Which industries stand to benefit in the new political...
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