Michael Zezas: One Fewer Election Blind Spot?

With only 60 days to go until the U.S. midterm elections, investors will want to know how different outcomes could impact markets, both locally and globally.----- Transcript -----Welcome to Thoughts o...

14 Sep 20222min

As various global markets contend with high inflation, recession risks, and monetary policy tightening, Japanese equities may provide some opportunities to diversify away from other developed markets....

13 Sep 20223min

Even as the European equity market contends with inflation, a slowing economy and a climate of decreased earnings, there are positives to be found if you know where to look.-----Transcript-----Welcome...

12 Sep 20223min

As the world turns to the U.K., the country faces a host of domestic and international economic challenges, but there may yet be some bright spots for investors.-----Transcript-----Welcome to Thoughts...

9 Sep 20223min

The impact of quantitative monetary policies is hard to understand, for investors and academics alike, but why are these impacts so complex and how might investors better understand the market implica...

8 Sep 20224min

While home price appreciation appears to be slowing, and a rapid increase in supply is hitting the market, how will housing prices fare through the rest of the year and into 2023? Co-Heads of U.S. Sec...

7 Sep 20225min

While interest rates have already weighed on asset markets this year and growth continues to slow, the Fed seems poised to continue on its tightening path, meaning investors may need to prepare for pa...

6 Sep 20224min

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?-----Transcript-----Welcome to Thoughts...

2 Sep 20223min