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Mountain Tableau
MSA Fall Conference 2018

Webinar Recordings



5.4.21 - GOLDILOCKS AND THE TWO TAILS

Doug Peta
CHIEF STRATEGIST - U.S. INVESTMENT STRATEGY AND GLOBAL ETF STRATEGY
BCA Research
Doug Peta


BCA Research Chief U.S. Investment Strategist Doug Peta shares the U.S. Investment Strategy team’s views on the current environment and where they see markets and the economy heading from here. Doug reviews the potential timeline for putting the pandemic behind us, the risks of overstimulating the economy and the likelihood of “uncomfortable” inflation. Doug also addresses the outlook for interest rates, credit performance, the durability of the equity rally and recommendations for multi asset-class portfolio positioning.



Click here to download the presentation as a PDF.







4.21.21 - THE GREAT DISRUPTION

Jeffrey Korzenik
CHIEF INVESTMENT STRATEGIST
FIFTH THIRD BANK
Jeffrey Korzenik


It’s time for business leaders, advisors and investors to look beyond the pandemic. Jeff Korzenik, Chief Investment Strategist for Fifth Third Bank, provides insight into the changes that lie ahead, and covers the following:

- The Pandemic as a disruptor and trend “supercharger”
- Implications of new fiscal policies
- Implications of the Fed’s new monetary policy
- Long-term challenges and opportunities


Click here to download the presentation as a PDF.





3.23.21 - THE RACE TO ZERO

Marko Papic
PARTNER & CHIEF STRATEGIST
CLOCKTOWER GROUP
Marko Papic


Marko argues that The Race to Zero is an epochal endeavor to embrace efficiency over scale. It is a fulcrum paradigm that carves out policy space for both populism and multipolarity and is driven by a confluence of technological innovation, low cost of capital, domestic populism, geopolitical rivalry, and concerns over climate change. Marko will discuss R&D spending and its link to national security, along with his expectation for a rise in productivity in the late 2020s. He will also discuss "Green" stocks and their recent climb and potential for continued growth. Marko believes investors should be positioned for a decade-long outperformance of energy and industrials over IT and communications.



Click here to download the presentation as a PDF.