Mike Wilson: 2020 and the Return to Reflation
On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.
23 Des 20194min
Andrew Sheets: 3 Lessons from 2019… for 2020
On today's episode, What important factors from 2019 could give investors context on the investing climate ahead? Consider valuations, policy and inflation.
20 Des 20193min
Michael Zezas: Markets Mull the “Phase One” Deal
On today's episode, What will the U.S-China “Phase One” trade deal mean for the global economy, corporate confidence and markets? Head of U.S. Public Policy Michael Zezas weighs in.
18 Des 20192min
Mike Wilson: A Trifecta of Positive Catalysts
On today's episode, A dovish Fed, progress on trade and a path toward a potentially orderly Brexit are driving global equities higher but how much of the global recovery is already priced?
16 Des 20193min
Andrew Sheets: 2020 Playbook: Analyzing the Bull Case
In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could drive strong market returns in 2020.
13 Des 20192min
Special Episode: Manufacturing Data Sends an Upbeat Signal
On this episode with special guest Chetan Ahya, the firm’s Chief Global Economist, Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?
12 Des 20192min
Michael Zezas: U.S.-China Trade: What Happens in 2020?
On today's episode, Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.
11 Des 20192min
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
