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The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
By: David Bianco
Bidenomics: Spend now, tax later…until the bond market objects
By: Johannes Müller
The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
By: Stefan Kreuzkamp
2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
By: Christian Scherrmann
Vaccine shots for the economy
S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.
By: Darwei Kung
After a challenging year, a positive outlook
By: Elke Speidel-Walz
Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.
2021 outlook: no easy choices, diversify
Five years after the Paris Agreement, carbon intensive corporation's capex still dwarfs clean energy investment
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Still some S&P 500 upside on stable policies and recovery with low interest rates
By: Gianluca Minella, Hamish Mackenzie
For spending on U.S. infrastructure, the 2020 elections could mark a fairly decisive turning point.
By: Petra Pflaum
Water has become an increasingly important factor for performance across sectors, sub-sectors and companies.
Low real interest rates have been a driver of stock-market valuations in recent years. That need not spell trouble for 2021.
