Special Episode: The Winding Road to Herd Immunity
Chief Cross-Asset Strategist Andrew Sheets talks with Biotech equity analyst Matthew Harrison on dose availability, vaccine hesitancy and the timeline for herd immunity.
18 Mar 20219min
Michael Zezas: Three Revealing Numbers from the Stimulus Package
It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.
17 Mar 20212min
Chetan Ahya: Fed Tightening Could Come Sooner than Expected
With the rapid recovery of the U.S. economy, it is possible that inflation will overshoot the Fed’s tolerances by as early as mid-2022.
16 Mar 20214min
Mike Wilson: A Tougher Road Ahead for Small Caps?
After almost a year of extraordinary outperformance, could small caps could see more difficulties ahead as re-opening dynamics up the risk of cost pressures?
15 Mar 20213min
Andrew Sheets: A Complicated 2021 for Emerging Markets?
With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.
12 Mar 20212min
Special Episode: Markets and the Next Big Debate - Infrastructure
Conversations around the “Build Back Better” U.S. infrastructure plan are ramping up. What do investors need to know about its potential impact on markets?
11 Mar 20218min
Michael Zezas: Policy Trends Are Now Portfolio Trends
Why the ongoing dynamics of trade, fiscal policy, taxation and geopolitical tensions mean investors need to focus on more than just the Fed and the business cycle.
10 Mar 20212min
Special Episode: Markets Ahead of Reopening - What’s Mispriced?
Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?
9 Mar 202110min
