Special Episode: Bond Markets React to Delta Variant Worries
On this special edition of the podcast, we examine the path ahead for fixed income and the dollar amid increased concern over the COVID-19 Delta variant and economic growth.
19 Heinä 20216min
Andrew Sheets: The Complicated Portrait of Retail Investing
Over the last 18 months, individual investor activity into single stocks has surged. But the bigger story may be the record amount of investment in ETFs.
16 Heinä 20213min
Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities
As the year began, there was a high degree of optimism that 2021 could be a great year for Asia & EM equities. But instead, Asian equities have lagged the U.S. and Europe. So what went wrong?
15 Heinä 20214min
Michael Zezas: The $4 Trillion-Dollar Question
The U.S. could be gearing up to approve $4 trillion in new spending over the next 10 years. A look at what that could mean for GDP and Treasuries.
14 Heinä 20212min
Mike Wilson: Are U.S. Equities Markets Hunkering Down?
Major U.S. indices may be climbing to all-time highs but broader weakness in individual stock prices could be sending investors a signal.
13 Heinä 20213min
Graham Secker: Is the Best of Europe's Equities Run Behind Us?
After performing strongly for much of this year, European stocks have traded sideways over the last month. But a closer look at the data suggests an optimistic outlook.
12 Heinä 20213min
Andrew Sheets: What's Driving Global Equities Markets?
Although a typical explanation for market strength has been the large amount of cash being pushed into markets from central banks and investors, it’s not the whole story.
9 Heinä 20213min
Michael Zezas: Something Special in the Air for Investors?
Last week, U.S. air travel surpassed 2019 levels. And this recovery in demand may be an important story for both fixed income and equity investors to understand.
8 Heinä 20212min
