Andrew Sheets: A Refreshing Pause for Markets?

Andrew Sheets: A Refreshing Pause for Markets?

With the precipitous drop in U.S. GDP and the effects of monetary and fiscal interventions, the rest of third quarter may be a moment for investors to take a breather.

Avsnitt(1513)

Andrew Sheets: A Choppier, More Range-bound Summer?

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

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

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

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

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.

22 Apr 20219min

Michael Zezas: Coal Country Support for Green Energy?

Michael Zezas: Coal Country Support for Green Energy?

With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.

21 Apr 20212min

Special Episode: Earth Week Investing Themes

Special Episode: Earth Week Investing Themes

Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.

20 Apr 202110min

Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?

19 Apr 20213min

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