Mike Wilson: Pressure Testing the Bull Case
On today's episode, Progress on trade and Brexit, upbeat sentiment and central bank support have investors optimistic on the bull case narrative. Even so, it’s worth a quick inspection for surprises.
21 Jan 20203min
Andrew Sheets: Remember Fundamentals?
On today's episode, Central bank support and low interest rates helped drive markets higher in 2019 despite lackluster earnings. But 2020 could remind investors why earnings trends are still what matters.
17 Jan 20202min
Michael Zezas: The Other Concern for U.S. Trade
On today's episode, Although negotiations are progressing for U.S-China trade, investors shouldn’t overlook possible tensions with another key trading region: The EU.
15 Jan 20202min
Jonathan Garner: An Underappreciated Turnaround Story?
Jonathan Garner, Chief Asia and Emerging Markets equity strategist kicks off his premiere episode with what is likely the most interesting—and overlooked—turnaround story in equity markets.
14 Jan 20203min
Mike Wilson: The Other Type of Income Inequality
On today's episode, Rising labor, regulatory and cyber security costs are weighing heavily on many small caps. Is corporate income inequality as urgent an issue as individual inequality?
13 Jan 20203min
Andrew Sheets: Mapping the Future of Oil Prices
On today's episode, Geopolitical tensions have driven oil prices—and volatility—higher. But a quick glance at 2022 oil futures prices can tell us a lot about the market’s longer-term view.
10 Jan 20202min
Michael Zezas: What’s Next on U.S.-China Trade?
On today's episode, As a Phase One trade deal nears completion, can investors worry less about the risks of tariff escalations? Not so fast, says head of U.S. public policy Michael Zezas.
8 Jan 20201min
Mike Wilson: Weighing Fed Intervention, Geopolitics
On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalysts. Chief Investment Officer Mike Wilson details the potential impact on portfolios.
7 Jan 20203min
