Michael Zezas: On Infrastructure, Follow the Money
Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.
29 Huhti 20212min
Andrew Sheets: A Choppier, More Range-bound Summer?
Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.
28 Huhti 20213min
Graham Secker: 4 Reasons to Consider European Equities
Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.
27 Huhti 20213min
Mike Wilson: Reopening - It’s All About the Execution
High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.
26 Huhti 20214min
Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker
Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.
23 Huhti 20219min
Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet
Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.
22 Huhti 20219min
Michael Zezas: Coal Country Support for Green Energy?
With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.
21 Huhti 20212min
Special Episode: Earth Week Investing Themes
Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.
20 Huhti 202110min
