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
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