Andrew Sheets: A Good Time to Borrow?
Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds?
13 Aug 20213min
Special Episode: Unpacking the Appetite for Thematic Investing
Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.
12 Aug 20217min
Jonathan Garner: Demystifying China's Regulatory Reset
On this episode, we examine how China’s regulatory reset on fintech, big tech, cryptocurrency and carbon emissions could affect China equities and business models.
11 Aug 20213min
Michael Zezas: The Return of U.S.-China Trade Tensions?
Although the pandemic put U.S.-China trade tensions on a low simmer, several catalysts could now turn up the heat. Three takeaways for investors.
10 Aug 20213min
Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?
July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.
9 Aug 20213min
Andrew Sheets: It Is Time to Worry about the Growth Outlook?
The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.
6 Aug 20213min
Martijn Rats: Do Equities Markets Believe the Price of Oil?
Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.
5 Aug 20213min
Michael Zezas: The Long and Winding Fiscal Road
The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.
4 Aug 20212min
