Michael Zezas: One Fewer Election Blind Spot?

Michael Zezas: One Fewer Election Blind Spot?

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

Episoder(1559)

Matt Hornbach: Getting Real on Yields for TIPS

Matt Hornbach: Getting Real on Yields for TIPS

Despite two good years for Treasury Inflation-Protected Securities, or TIPS, a dramatic rise in real yields may be cause for investors to reexamine their potential for 2022.----- Transcript -----Welco...

27 Jan 20224min

Michael Zezas: U.S. & China - Unfinished Business

Michael Zezas: U.S. & China - Unfinished Business

2022 is likely to bring fresh challenges for the U.S.-China dynamic. Investors can expect an increase in non-tariff barriers and continued commitment to re- and near-shoring of supply chains in the US...

27 Jan 20222min

Special Episode: Tax-Efficient Strategies

Special Episode: Tax-Efficient Strategies

With inflation on the minds of consumers and the Fed reacting with a sharp turn towards tightening, 2022 may be a year for investors to focus on incorporating tax-efficient strategies into their portf...

26 Jan 20228min

Mike Wilson: Fixation on the Fed

Mike Wilson: Fixation on the Fed

All eyes are on the Fed as they implement a sharp pivot to account for higher inflation being felt by consumers and businesses alike. With these shifts we turn our attention to the ‘Ice’ portion of ou...

24 Jan 20223min

Andrew Sheets: Protecting Against Inflation

Andrew Sheets: Protecting Against Inflation

Higher levels of inflation have made it a hot topic among investors. While inflation’s effects cannot be avoided completely, there are some strategies that can help protect against the worst of them.-...

21 Jan 20222min

 2022 US Housing Outlook: Strong Foundations but Reduced Affordability

2022 US Housing Outlook: Strong Foundations but Reduced Affordability

The foundation for the housing market remains healthy in 2022, with responsible lending standards and a tight supply environment, but, as the year continues, affordability challenges and a more hawkis...

20 Jan 20227min

2022 Global Currency Outlook: The Trick is in The Timing

2022 Global Currency Outlook: The Trick is in The Timing

In 2021, many expected the US dollar to face significant challenges yet the year ended with strong levels coming off a mid-year rally. As we look out at 2022, how much more can the dollar rise and whe...

19 Jan 20223min

Mike Wilson: Pricing a More Hawkish Fed

Mike Wilson: Pricing a More Hawkish Fed

While our outlook for 2022 already called for a hawkish Fed, recent signals from the central bank of more aggressive tightening have given cause to reexamine some of our calls while remaining steadfas...

18 Jan 20223min

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