Michael Zezas: U.S. Infrastructure - Sectors to Watch
What stock sectors could fundamentally benefit from infrastructure spending? To answer this question, it’s important to follow the money.
14 Huhti 20212min
Special Encore: Diverging Emerging Markets
Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.
13 Huhti 20219min
Special Episode: Innovating toward Decarbonization
How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach.
12 Huhti 202110min
Andrew Sheets: Are Bonds Still a Worthwhile Investment?
Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier?
9 Huhti 20213min
Vishy Tirupattur: The Policy Debate Takes Center Stage
In a time of extraordinary policy response to the pandemic, will bond markets move towards the Fed or will the Fed shift its reaction function towards markets?
8 Huhti 20214min
Special Episode: Rising Home Prices, Rising Rates
U.S. home buyers are now facing both higher mortgage rates and steadily climbing home prices. What does this mean for housing and mortgage markets?
8 Huhti 20217min
Special Episode: The Return of the Services Sector?
Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.
6 Huhti 202110min
Mike Wilson: Equities Eye the Reality of Reopening
Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.
5 Huhti 20213min
