Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?
On this episode, Chief-Cross Asset Strategist Andrew Sheets continues his discussion on the 10-year outlook for the U.S. and Europe—and identifies the challenges ahead.
8 Marras 20193min
Michael Zezas: The 2020 Election Outlook for Investors
On this episode, Head of U.S. Public Policy Michael Zezas says one thing has become clear as we approach 2020: Investors need to plan today for market reactions next year.
7 Marras 20192min
Special Episode: Weighing a Global Growth Recovery
On this episode, special guest Chetan Ahya, the firm’s Chief Global Economist, says a global growth recovery could be possible in 2020… assuming two key forces align.
7 Marras 20192min
Mike Wilson: Amid New Highs, Uncertainty Remains
On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S. economy, but two international markets may hold promise for investors.
4 Marras 20193min
Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook
On today's episode, Chief Cross-Asset Strategist Andrew Sheets takes a look at expected market returns over the next decade and explains how current policy affects future returns.
1 Marras 20193min
Michael Zezas: How Do Markets View Major Policy Proposals? (Replay)
On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?
30 Loka 20192min
Mike Wilson: Are U.S. Equities Defying Gravity?
On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading the pack. Chief Investment Officer Mike Wilson explains why.
28 Loka 20193min
Andrew Sheets: Can Sentiment Alone Drive Markets Higher?
On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strategist Andrew Sheets asks, “Is optimism enough?”
25 Loka 20193min
