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The pandemic, production constraints and a shift to renewables complicate the outlook.
Investors may see two Fed hikes next year.
Damage from Delta may be limited, economist says.
Investors should consider long-term trends, not pandemic ones.
Economic momentum would support market upside.
Investors must manage interest rate risk this year and beyond.
Inflationary pressure may not be transitory, portfolio manager says.
Fixed-income investors may want to consider mortgage-backed securities. (This podcast was recorded on Nov. 4)
Renewables, infrastructure and health-care could benefit post-election.
Less sweeping change may help stabilize markets.