Michael Zezas: Policy Trends Are Now Portfolio Trends
Why the ongoing dynamics of trade, fiscal policy, taxation and geopolitical tensions mean investors need to focus on more than just the Fed and the business cycle.
10 Maalis 20212min
Special Episode: Markets Ahead of Reopening - What’s Mispriced?
Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?
9 Maalis 202110min
Mike Wilson: Still a Bull Under the Hood
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.
8 Maalis 20214min
Andrew Sheets: The Great Debate on Rates
Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.
5 Maalis 20212min
Special Episode: U.S. Home Prices - Is This Time Different?
Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?
4 Maalis 20219min
Michael Zezas: 3 Potential Impacts of “Build Back Better”
The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.
3 Maalis 20213min
Vishy Tirupattur: Can We Get Real on Rates?
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.
2 Maalis 20214min
Mike Wilson: Positioning for Higher Interest Rates
Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.
1 Maalis 20212min
