Michael Zezas: Three Revealing Numbers from the Stimulus Package

Supply chain delays are on the minds of not only investors, policymakers and business owners, but the average consumer as well. How will recent challenges to supply chains be resolved in the near-term...

12 Jan 20226min

As the year gets underway, we are seeing an aggressive rotation from growth to value stocks, triggered by Fed tapering. Will 2022 follow the patterns of the ‘taper tantrum’ of 2013?----- Transcript --...

10 Jan 20223min

The start of 2022 has brought a surge in COVID cases, new payroll data, increased geopolitical risks, and shifts from the Fed. Despite these new developments, we think the themes from our 2022 outlook...

7 Jan 20223min

Despite last year’s strong showing for European equities, will the recent spread of the Omicron variant derail our positive outlook for the region in 2022?----- Transcript -----Welcome to Thoughts on ...

6 Jan 20223min

As 2022 gets underway, investors are concerned about the Omicron variant of COVID-19, yet markets are taking developments in stride, with higher stock prices and bond yields. Is this economic confiden...

5 Jan 20222min

As the Omicron variant spreads across Asia, renewed lockdowns and other earnings outlook disruptions have investors on alert, reinforcing our approach of cautious patience in the region.----- Transcri...

4 Jan 20223min

With a new calendar year, the narrative in markets may not be shifting but there are still opportunities for investors to consider as growth rates, policy proposals, and interest rates shift in the co...

3 Jan 20223min

Original Release on August 24th, 2021: Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?----- Transcript -----Andr...

30 Des 20214min