Mike Wilson: The Virtuous Circle of Excess Liquidity
On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.
9 Des 20194min
Andrew Sheets: 2020 Playbook: Analyzing the Bear Case
In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.
6 Des 20192min
Michael Zezas: How Do Close U.S. Elections Affect Markets?
On today's episode, On average, election-year market performance varies by about 9% for elections that are narrow contests vs. elections with a clear frontrunner. So how could 2020 pan out?
4 Des 20191min
Mike Wilson: A Volatility Reprieve
On today's episode, Whether it's called quantitative easing or not, the recent expansion in central bank balance sheets is having a profound impact on volatility - Chief Investment Officer Mike Wilson explains why.
2 Des 20194min
Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?
On today's episode, With a key deadline for U.S. tariffs on EU autos now past, could European stocks outperform in 2020? Head of Public Policy Michael Zezas shares some analysis.
27 Nov 20191min
Mike Wilson: Global Reflation: To Be or Not to Be?
On this episode, Chief Investment Officer Mike Wilson explains why global reflation may be back—and could be a powerful longer-term theme for portfolio allocations.
25 Nov 20194min
Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?
On this episode, Chief Cross-Asset Strategist Andrew Sheets says oversupply may spell headwinds for commodities in 2020 but there are exceptions.
22 Nov 20192min
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
