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1.
00:00
Introduction
2.
00:03
How Were We Positioned Going Into the Quarter?
3.
02:12
What Occurred during the Quarter?
4.
04:38
How Are We Positioned Going Into 2Q 2021?
Jack P. McIntyre, CFA »
Jack is a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1998. Previously, he held positions as market strategist with McCarthy, Crisanti & Maffei, Inc. (1995-1998); senior fixed income analyst with Technical Data, a division of Thomson Financial Services (1992-1995); quantitative associate with Brown Brothers Harriman & Co. Read More »
Learn more about the strategies presented in this webcast:
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00:16
The Global Economic Outlook
02:43
This Economic Boom Will Probably Include At Least an Inflation Scare
04:43
The U.S. Dollar
Francis A. Scotland »
Francis joined the firm in 2006 and has developed a proprietary global macroeconomic research structure to support the fixed-income group's investment process, and also provides investment ideas and strategic asset allocation recommendations. From 1984 until 2005, Francis was a principal of the BCA Research Group ('BCA'), formerly the Bank Credit Analyst, and head of global investment strategy. Read More »
What Are the Key Elements in the Macro Outlook?
06:14
Policy Makers Seem to Be Acting Differently. Have We Embraced Modern Monetary Theory and Would That Represent a Regime Change?
09:22
Will This Regime Change Cause Inflation?
Can You Review the Quarter and the Outlook?
05:38
What About the Future? Can We Sustain V-Shaped Recoveries?
09:07
What About the Pandemic? Won’t Successive Waves of the Disease Knock Us Back into Recession?
13:09
How Does the U.S. Election Outcome Affect the Outlook?
