The Investment Battle of 2020: Contagion Vs. Reflation

Presented by

Robert Robis, Chief Global Fixed Income Strategist, BCA Research

About this talk

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

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BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment decisions, through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies. The firm maintains a head office in Montreal, with local offices in London, New York, San Francisco, Hong Kong, Sydney, Cape Town and São Paulo.