Conning ConnText Podcast: Quarterly Investment Outlook

Conning ConnText Podcast: Quarterly Investment Outlook

The Conning ConnText podcast is our quarterly update, hosted by Rich Sega, Conning’s Global Chief Investment Strategist.

Rich says that investment and capital markets emerged very strong from the pandemic-driven 2020. In looking ahead at 2021, he notes that additional government stimulus, low inflation and potential recovery from the pandemic supports a constructive view for world economies. He also walks us through what might be coming from the Biden administration and a new Congress and the potential impact on the economy and capital markets.

Rich is joined by Cindy Beaulieu, chair of Conning’s Investment Policy Committee. She discusses the potential impact of these macro trends on various market sectors and in turn the firm’s strategies for managing client portfolios.
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