Michael Zezas: Coronavirus and “Slowbalization”
On today's episode: The impact of the coronavirus underscores the risks of unexpected disruptions of global supply chains. A look at the cost-benefits of globalization.
18 Feb 20201min
Andrew Sheets: Will Returns Be Front-Loaded in 2020?
On today's episode: Investors are faced with a number of uncertainties from public health concerns to trade to central bank policy. But as the year plays out, those uncertainties could actually grow.
14 Feb 20203min
Michael Zezas: Notes from New Hampshire
On today's episode: With no shortage of pundits weighing in on the Democratic primaries, it’s easy for investors to lean on assumptions. But Head of Public Policy Research Michael Zezas suggests some caution.
12 Feb 20202min
Mike Wilson: Knowing Where to Look
On today's episode: The recent, relatively small, overall market correction masks more significant shifts between asset classes. Mike Wilson, Chief Investment Officer, on the implications for our understanding of market optimism and future growth.
10 Feb 20204min
Andrew Sheets: Supply Also Matters
On today's episode, Discussions about financial markets often center on issues of demand. Andrew Sheets takes a look at the supply trends that may impact debt and equity markets globally in 2020.
7 Feb 20203min
Michael Zezas: The Limited Lives of Multiple Narratives
On today's episode, Recent events have added little clarity to the policy choices U.S. voters will face in the November presidential elections, but that won't last forever.
5 Feb 20202min
Mike Wilson: The Tug of War for U.S. Equites
On today's episode, U.S. equities face concerns over global growth—caused by the coronavirus and other catalysts—but plentiful liquidity from the Fed. Thoughts on positioning from Chief Investment Officer Mike Wilson.
4 Feb 20203min
Jonathan Garner: What Can SARS Tell Us About the Coronavirus?
On today's episode, To understand the impact of the Coronavirus on humanity, economics and markets, Chief Asia and Emerging Markets Equity Strategist Jonathan Garner draws parallels with the 2002 SARS outbreak.
31 Jan 20203min
