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
Martijn Rats: Do Equities Markets Believe the Price of Oil?
Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.
5 Elo 20213min
Michael Zezas: The Long and Winding Fiscal Road
The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.
4 Elo 20212min
Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.
3 Elo 20214min
