Ariel Bezalel, Talib Sheikh and Mark Nash discuss financial markets, rates, fiscal and monetary policy and where they see opportunities

The durable goods boom of the past year is unlikely to be repeated, taking away a key input to drive post-pandemic inflation, says Ariel Bezalel.

Ariel Bezalel says reflation trade proponents may have gotten ahead of themselves and that we will remain in a low-rates-for-longer environment.

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the global macro environment, why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.