Energy: European Power Prices Continue to Climb
While the war in Ukraine has had an effect on the current pricing in European energy markets, there is more to the story of why high prices could persist for years to come. Chief Cross-Asset Strategis...
9 Touko 20227min
Andrew Sheets: Are Oil and Stock Prices Now Disconnected?
While oil prices usually rise and fall with the overall stock market, current prices have broken from this trend and oil may continue to outperform on a cross-asset basis.-----Transcript-----Welcome t...
6 Touko 20223min
Labor: The Rise of the Multi-Earner Economy
As “The Gig Economy” has evolved to become the Multi-Earner economy, an entire ecosystem reinventing how people earn a living, equity investors will want to take note of the related platforms that are...
6 Touko 20228min
Andrew Sheets: Having Rules to Follow Helps In Uncertain Times
2022 has presented a complex set of challenges, meaning investors may want to take a step back and consult rules-based indicators and strategies for some clarity.-----Transcript-----Welcome to Thought...
4 Touko 20224min
Michael Zezas: What's Next for U.S./China Trade?
As U.S. voters continue to show support for trade policy in regards to China, investors will want to track which actions could have consequences for China equities and currency markets.-----Transcript...
3 Touko 20223min
Credit: The ‘Income’ is Back in Fixed Income
Credit markets are facing various headwinds, including policy tightening and slowing growth, and credit investors are looking for where they might see the best risk adjusted returns. Chief Cross-Asset...
3 Touko 20228min
Retail Investing, Pt. 2: ESG and Fixed Income
As investors look to diversify their portfolios, there are two big stories to keep an eye on: the historic rise in bond yields and the increased adoption of ESG strategies. Chief Cross-Asset Strategis...
29 Huhti 20229min
Retail Investing, Pt. 1: International Exposure
With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset St...
28 Huhti 20228min
