Chetan Ahya: Fed Tightening Could Come Sooner than Expected
With the rapid recovery of the U.S. economy, it is possible that inflation will overshoot the Fed’s tolerances by as early as mid-2022.
16 Maalis 20214min
Mike Wilson: A Tougher Road Ahead for Small Caps?
After almost a year of extraordinary outperformance, could small caps could see more difficulties ahead as re-opening dynamics up the risk of cost pressures?
15 Maalis 20213min
Andrew Sheets: A Complicated 2021 for Emerging Markets?
With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.
12 Maalis 20212min
Special Episode: Markets and the Next Big Debate - Infrastructure
Conversations around the “Build Back Better” U.S. infrastructure plan are ramping up. What do investors need to know about its potential impact on markets?
11 Maalis 20218min
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
