Andrew Sheets: Is Cash an Efficient Asset Allocation?
Though returns offered by cash have been historically bad over the last 10 years, the tide has begun to turn on cash yields and investors will want to take note.-----Transcript------Welcome to Thought...
26 Elo 20222min
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
This year has seen a sharp rally in the oil and gas markets, leading to high prices and a delicate balancing act for global supply and demand. Important note regarding economic sanctions. This researc...
25 Elo 20223min
Jonathan Garner: What's Next for Asia and Emerging Markets?
As Asia and EM equities continue to experience what may end up being the longest bear market in the history of the asset class, looking to past bear markets may give investors some insight into when t...
24 Elo 20224min
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
The Inflation Reduction Act represents the single biggest climate investment in U.S. history, so how will these provisions influence consumers' pocketbooks and the clean energy market? Head of Global ...
23 Elo 20228min
Mike Wilson: Will the Bear Market Rebound Last?
While stocks and bonds have rallied since June, investors should be asking if this bear market rebound is a sign that economic growth is on its way up, or if there are negative earning revisions yet t...
22 Elo 20224min
Simon Waever: Is an EM Debt Crisis Coming?
In the past two years Emerging Market sovereign debt has seen rising risks given increased borrowing, higher interest rates and a greater number of defaults, leading investors to wonder, are we headin...
19 Elo 20223min
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
The Inflation Reduction Act includes a variety of provisions regarding tax policy, so how will these policy changes affect corporations and what should investors be aware of? Head of Public Policy Res...
18 Elo 20224min
Allocation, Pt. 2: The Value in Diversification
While shifts in stock and bond correlation have increased the volatility of a 60:40 portfolio, investors may still find some balance in diversification. Chief Cross Asset Strategist Andrew Sheets and ...
17 Elo 20226min
