The holiday season is finally here after a year that has had more twists than candy cane stripes. The busy elves in the Capital Markets Strategy workshop take a look back at some of the investment and economic themes of 2021 — some naughty, some nice. They wrap up the year end and tie a ribbon around topics like:
- fixed-income returns and the 10-year Treasury yield
- equities and credit
- inflation and the cost of living
- portfolio protection and asset allocation
- the COVID-19 pandemic.
Grab a cup of eggnog, hot chocolate, or apple cider, and listen in.