2021's investment landscape is certain to look very different than any other year, as companies’ fundamentals will be affected by vaccines, fiscal stimulus, and a subdued Fed. The first 100 days are the most important days of the new administration, we will discuss potential legislation and outcome, underlying macro trends and forward market indicators for all sectors (Energy, Tech, Healthcare, Consumer, etc). In the current investment environment to understand decisions and outcomes investors first need to understand the macro landscape
Renaissance Macro Research (RenMac), a US-based global research boutique, helps its clients view the world through a different lens not readily available to traditional investment houses, utilizing data to drive analysis. Join Mr. deGraaf, one of Wall Street's most influential macro-based analysts, along with Mr. Pavlick and Mr. Dutta, as they delve into the complex intersection between the DC Policy, the macro environment and financial markets.