Mike Wilson: Is the Worst of the Correction Over?

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

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

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

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

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

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

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

Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.

26 Helmi 20212min