Graham Secker: Three Reasons European Equities Remain Strong
Despite recent uncertainty caused by the Delta variant, regulatory changes and the potential for a stronger dollar, European Equities are showing renewed strength that could last to the end of the year.
17 Elo 20213min
Mike Wilson: Navigating a Tricky Transition
A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.
16 Elo 20213min
Andrew Sheets: A Good Time to Borrow?
Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds?
13 Elo 20213min
Special Episode: Unpacking the Appetite for Thematic Investing
Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.
12 Elo 20217min
Jonathan Garner: Demystifying China's Regulatory Reset
On this episode, we examine how China’s regulatory reset on fintech, big tech, cryptocurrency and carbon emissions could affect China equities and business models.
11 Elo 20213min
Michael Zezas: The Return of U.S.-China Trade Tensions?
Although the pandemic put U.S.-China trade tensions on a low simmer, several catalysts could now turn up the heat. Three takeaways for investors.
10 Elo 20213min
Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?
July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.
9 Elo 20213min
Andrew Sheets: It Is Time to Worry about the Growth Outlook?
The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.
6 Elo 20213min
