Vishy Tirupattur: Is the U.S. in a Housing Bubble?
The red-hot U.S. housing market brings to mind some unhappy memories of the 2006 bubble, but there are some key differences this time around.
4 Maj 20214min
Adam Virgadamo: For Stocks, Reopening Is All About Nuance
The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme.
3 Maj 20213min
Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?
Plans to introduce digital currencies are gaining momentum among the world’s central banks. But what level of disruption will it bring to the financial system?
30 Apr 20214min
Michael Zezas: On Infrastructure, Follow the Money
Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.
29 Apr 20212min
Andrew Sheets: A Choppier, More Range-bound Summer?
Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.
28 Apr 20213min
Graham Secker: 4 Reasons to Consider European Equities
Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.
27 Apr 20213min
Mike Wilson: Reopening - It’s All About the Execution
High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.
26 Apr 20214min
Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker
Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.
23 Apr 20219min
