Special Encore: A Good Time to Borrow?
Original Release on August 13th, 2021: Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds? Ch...
16 Syys 20213min
Michael Zezas: What’s on Tap for U.S. Taxes?
Although markets have been preparing for the notion of tax hikes, a flurry of recent legislative activity may suggest where tax policy will eventually land.----- Transcript -----Welcome to Thoughts on...
15 Syys 20212min
Graham Secker: Re-engaging with Cyclical Value in Europe
With the summer growth scare in Europe possibly nearing an end—and relatively inexpensive valuations—cyclical stocks in Energy, Banking and Autos may be worth a fresh look.
14 Syys 20213min
Mike Wilson: Keeping an Eye on Earnings Estimates
Equities markets may be sending mixed messages on the economy and growth, but ultimately, it’s all about the earnings. Chief Investment Officer Mike Wilson explains.
13 Syys 20213min
Andrew Sheets: Are Clouds Gathering for U.S. Equities?
Why stretched valuations, growth worries and a cavalcade of uncertain events in September and October could mean a challenging fall for U.S. stocks.
10 Syys 20213min
Michael Zezas: Season of Confusion in D.C.?
Negotiations on a number of government policy points such as taxes, fiscal spending and deficits have hit a fever pitch. Here are three potential outcomes through year-end.
9 Syys 20213min
Jonathan Garner: Rising Risks for Taiwan Equities
Taiwan equities have been a standout among equities in 2021, but factors such as softening tech spend and slowing retail trading activity suggest challenges ahead.
9 Syys 20213min
Ellen Zentner: Keep Calm and Taper On?
Weak U.S. economic data in August has renewed concerns that a growth scare is underway. Is this a sign of things to come or just a speed bump in the expansion?
8 Syys 20213min
