Michael Zezas: The 2020 Election: 4 Sectors to Watch
On this episode, Head of Public Policy Michael Zezas says performance in four key sectors could be a bellwether for how investors view the outcome of next year’s elections.
20 Nov 20192min
Andrew Sheets: As Global Growth Improves, What to Watch
On this episode, Chief Cross-Asset Strategist Andrew Sheets says global growth should pick up in 2020, but unevenly. The key for investors will be identifying the right opportunities.
18 Nov 20193min
Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?
On this episode, Chief Cross-Asset Strategist Andrew Sheets analyzes the historical phenomenon of the “end-of-year equities rally.” Will 2019 follow suit?
15 Nov 20192min
Michael Zezas: The Power of Unified Government
On this episode, Head of U.S. Public Policy Michael Zezas says a potential boost to the U.S. economy has less to do with political parties than it does a unified policy vision.
13 Nov 20192min
Mike Wilson: The Return of the Secular Bull Market?
On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the past few months… and where they could go from here.
11 Nov 20193min
Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?
On this episode, Chief-Cross Asset Strategist Andrew Sheets continues his discussion on the 10-year outlook for the U.S. and Europe—and identifies the challenges ahead.
8 Nov 20193min
Michael Zezas: The 2020 Election Outlook for Investors
On this episode, Head of U.S. Public Policy Michael Zezas says one thing has become clear as we approach 2020: Investors need to plan today for market reactions next year.
7 Nov 20192min
Special Episode: Weighing a Global Growth Recovery
On this episode, special guest Chetan Ahya, the firm’s Chief Global Economist, says a global growth recovery could be possible in 2020… assuming two key forces align.
7 Nov 20192min
