Strategy Conference Call

Outlook 2021: A conference call series on major markets

| December 15, 2020

This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research reports prepared for retail investors.

The year ahead looks likely to bring a fresh set of surprises as the world renormalizes from pandemic. Growth, rates and risk assets look likely to move in ways not yet fully built into market pricing. Join Amherst Pierpont strategists in a series of important calls looking at the unexpected risks and opportunities across markets.

Outlook 2021: MBS and securitized products

Tuesday, December 8, 2020 – 3:00pm EST

Steven Abrahams and Stephen Stanley will lead off this call with major themes in markets and the economy followed by detailed outlooks by Brian Landy in agency MBS, Chris Helwig in non-agency MBS and Mary Beth Fisher in CMBS followed by listener Q&A.

Conference call slides are available here.

Outlook 2021: Investment grade corporates

Wednesday, December 9, 2020 – 3:00pm EST

Abrahams and Stanley will lead off again with notes on markets and the economy followed by Meredith Contente and Dan Bruzzo with a detailed review of themes and opportunities in investment grade corporate credit followed by listener Q&A.

Conference call slides are available here.

Outlook 2021: Emerging markets sovereign and corporate debt

Thursday, December 10, 2020 – 3:00pm EST

After a final set of notes from Abrahams and Stanley on markets and the economy, Siobhan Morden will lead a review of Latin American sovereign debt and Jose Kliksberg will review emerging markets corporate credit followed by listener Q&A.

Conference call slides are available here.

SCIB US Strategy Team
inquiries@apsec.com
aps-strategy-team

This material is intended only for institutional investors and does not carry all of the independence and disclosure standards of retail debt research reports. In the preparation of this material, the author may have consulted or otherwise discussed the matters referenced herein with one or more of SCM’s trading desks, any of which may have accumulated or otherwise taken a position, long or short, in any of the financial instruments discussed in or related to this material. Further, SCM may act as a market maker or principal dealer and may have proprietary interests that differ or conflict with the recipient hereof, in connection with any financial instrument discussed in or related to this material.

This message, including any attachments or links contained herein, is subject to important disclaimers, conditions, and disclosures regarding Electronic Communications, which you can find at https://portfolio-strategy.apsec.com/sancap-disclaimers-and-disclosures.

Important Disclaimers

Copyright © 2024 Santander US Capital Markets LLC and its affiliates (“SCM”). All rights reserved. SCM is a member of FINRA and SIPC. This material is intended for limited distribution to institutions only and is not publicly available. Any unauthorized use or disclosure is prohibited.

In making this material available, SCM (i) is not providing any advice to the recipient, including, without limitation, any advice as to investment, legal, accounting, tax and financial matters, (ii) is not acting as an advisor or fiduciary in respect of the recipient, (iii) is not making any predictions or projections and (iv) intends that any recipient to which SCM has provided this material is an “institutional investor” (as defined under applicable law and regulation, including FINRA Rule 4512 and that this material will not be disseminated, in whole or part, to any third party by the recipient.

The author of this material is an economist, desk strategist or trader. In the preparation of this material, the author may have consulted or otherwise discussed the matters referenced herein with one or more of SCM’s trading desks, any of which may have accumulated or otherwise taken a position, long or short, in any of the financial instruments discussed in or related to this material. Further, SCM or any of its affiliates may act as a market maker or principal dealer and may have proprietary interests that differ or conflict with the recipient hereof, in connection with any financial instrument discussed in or related to this material.

This material (i) has been prepared for information purposes only and does not constitute a solicitation or an offer to buy or sell any securities, related investments or other financial instruments, (ii) is neither research, a “research report” as commonly understood under the securities laws and regulations promulgated thereunder nor the product of a research department, (iii) or parts thereof may have been obtained from various sources, the reliability of which has not been verified and cannot be guaranteed by SCM, (iv) should not be reproduced or disclosed to any other person, without SCM’s prior consent and (v) is not intended for distribution in any jurisdiction in which its distribution would be prohibited.

In connection with this material, SCM (i) makes no representation or warranties as to the appropriateness or reliance for use in any transaction or as to the permissibility or legality of any financial instrument in any jurisdiction, (ii) believes the information in this material to be reliable, has not independently verified such information and makes no representation, express or implied, with regard to the accuracy or completeness of such information, (iii) accepts no responsibility or liability as to any reliance placed, or investment decision made, on the basis of such information by the recipient and (iv) does not undertake, and disclaims any duty to undertake, to update or to revise the information contained in this material.

Unless otherwise stated, the views, opinions, forecasts, valuations, or estimates contained in this material are those solely of the author, as of the date of publication of this material, and are subject to change without notice. The recipient of this material should make an independent evaluation of this information and make such other investigations as the recipient considers necessary (including obtaining independent financial advice), before transacting in any financial market or instrument discussed in or related to this material.

The Library

Search Articles