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 Dec 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 Dec 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
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
