Mar 2021: Transitioning Into a New Regime in 2021

AVM’s Founder and CIO, Ashvin Murthy, was invited back for a chat with Saxo Bank’s Macro Strategist, Kay Van-Petersen. They talked about markets, the Fed, fiscal policy and how AVM sees 2021 playing out.

How AVM Closed 2020

Transitioning Into a New Regime

Can Yields Head Even Higher in 2021?

Sector Rotation as Real Returns Rise

Unemployment & Inflation Trends

Fiscal Policy in 2021

The Fed is Playing a Good Game

Key Risks to a Smooth Reopening

A Period of US Exceptionalism

Click here to watch the full interview.