Michael Zezas: A False Choice for Energy Policy
As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels.-----Transcript---...
16 Mar 20222min
Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities
As global markets face a rise in commodity prices due to geopolitical conflict, investors in Asia and EM equities will want to keep an eye on the divergence between commodity exporters and importers.I...
15 Mar 20223min
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.-----Transcript...
14 Mar 20223min
Special Episode: Sanctions, Bonds and Currency Markets
With multiple countries now imposing sanctions, investors in Russian government bonds and currencies will need to consider their options as the risk of default rises.Important note regarding economic ...
11 Mar 20228min
Special Episode: Inflation, Energy and the U.S Consumer
As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s ta...
10 Mar 20228min
Michael Zezas: The Macro Impacts of Oil Prices
With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors....
9 Mar 20222min
Graham Secker: Stagflation Pressure Meets Pricing Power
As European markets price in slowing growth, increased inflation and geopolitical tensions, pricing power is a potential focus for European investors looking to weather the storm.-----Transcript-----W...
8 Mar 20223min
Mike Wilson: A More Bearish View for 2022
The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.-----Transcri...
7 Mar 20223min
