Replay: What May Be Ahead for 2021: A Discussion with IVOL’s Portfolio Manager, Nancy Davis
December 15, 2020, 10:00 am - 11:00 am EST
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For financial intermediary use only - not for retail distribution.
Many investors are trying to reconcile the divergence between Wall Street & Main Street given the economic impacts from the pandemic versus the rally in equity and credit markets.
Join Nancy for a deep dive into the divergence between equities, credit, and the rates markets.
- A COVID-19 vaccine could bring life back to normal. What might we expect from financial assets?
- Portfolio construction has been a great source of return in the past decades, but it is probably a good time to think outside the box.
- Fixed income market volatility seems to be underestimating the highly uncertain environment that is coming ahead.