US 2020 Election: Civil War Lite

Emerging Markets have not been spared in feeling market turbulence. Equity valuations have been called into question, as has how fast and substantial a recovery might be. Join Arthur Budaghyan [job title] in this webinar as he discusses:

- EM equity and currency valuations
- A V-shaped recovery? How to read this business cycle
- Inflating China’s credit bubble further
- Strategy: EM vs. DM; asset class and country opportunities

In a year of unprecedented uncertainty, investors must now deal with two competing forces. On one side, the competing forces of massive global monetary and fiscal stimulus. On the other side, lingering worries about the future spread of coronavirus.

How will this impact markets moving forward?

Join Robert Robis, Chief Global Fixed Income Strategist at BCA Research, as he discusses:

- Why global growth is on the mend
- Analysis of negative interest rates
- The effect of QE Forever
- Why global inflation expectations are too low

Jonathan LaBerge, VP of Special Reports at BCA Research, will moderate a discussion amongst his Research Peers Peter Berezin, Chief Global Strategist, Robert Robis, Global Fixed Income Strategist, and Robert P. Ryanon, Chief Commodity & Energy Strategist. The topics at hand focus on:

- The near-term outlook for inflation
- Why should investors should be concerned about higher inflation
- The role of personal savings in inflation
- What assets are likely to be the best hedges against higher inflation over time

US economy in recession due to COVID-19, and the Fed has stepped in with unprecedented stimulus. What opportunities have arisen in the fixed income market? Join Ryan Swift, [insert job title] at BCA Research, as he discusses:
- The State of the US Fixed Income Market
- The Interplay between the economic recession and the Fed's stimulus
- How this interplay is creating opportunities in some pockets of the US fixed income market.

The 2020 election is around the corner and presidential predictions and their market impacts are being carefully calculated & weighed.

In this webcast, we will present our quantitative 2020 election model and our qualitative, constraints-based analysis of the election and likely market responses.