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
Special Episode: U.S. Home Prices - Is This Time Different?
Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?
4 Maalis 20219min
Michael Zezas: 3 Potential Impacts of “Build Back Better”
The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.
3 Maalis 20213min
Vishy Tirupattur: Can We Get Real on Rates?
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.
2 Maalis 20214min
Mike Wilson: Positioning for Higher Interest Rates
Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.
1 Maalis 20212min
Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again
Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.
26 Helmi 20212min
Special Episode: The Texas Grid and the Future of Energy
What really happened during the Texas grid crisis and what does it say about the transition to clean energy and the future of utilities in America?
25 Helmi 202110min
Michael Zezas: A Reset for U.S.-Mexico Trade?
Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.
24 Helmi 20212min
